Teri Boatman
Client Service & Operations Director
Email 

5310 N.W. 33rd Avenue, Suite 206,
Fort Lauderdale, Florida 33309

 

Teri Boatman, Client Service & Operations Director

“The best angle from which to approach any problem is the try-angle”  – Unknown

Teri provides executive new business and client servicing and manages all things necessary so that our team can focus on what they do best.

​She embraces all challenges and is most satisfied when helping clients.  She’s our ‘go to’ person for all things large and small that make a difference.  She’s an expert collaborator and enjoys clearing the path and meeting challenges.  Her years of management where expert individual knowledge coupled with amazing teamwork during her 23 years at American Express provide a wealth of experience to leverage and build upon.  A great day for Teri continues to be a day filled with progress and new opportunities.

Teri holds her MBA in Technology at Nova Southeastern. She has an array of accomplishments that include “Outstanding Performance Achievement and Six Sigma Black Belt with American Express. BS/CIS (Computer Information Science) and Microsoft UDB & SQL Server Database Administration on Windows, Unix & Linux platforms. UDB/DB2 Database Administration on IBM S/390. Her passions are being there for friends and family, turtle hatchling rescue and exposure to the opportunity for financial success for everyone.

© Copyright - Axial Family Advisors. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/ SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. This communication is strictly intended for individuals residing in the states of Florida, Massachusetts, South Carolina, Texas and Wyoming. No offers may be made or accepted from any resident outside the specific stat(s) referenced. *SagePoint Financial does not offer legal and/or tax advice. Hyperlinks on this site point to websites that are not affiliated with SagePoint Financial, Inc., or Axial Family Advisors. These links are provided as a convenience only. SagePoint Financial, Inc. and Axial Family Advisors disclaim any responsibility for the accuracy of the information on those other websites.