Professional Summary
Professional Overview
Eric Boyce is the President and Chief Executive Officer of Boyce & Associates Wealth Consulting Inc., a leading wealth management firm in Cedar Park, Texas. With over 30 years of experience in the financial services industry, he has established himself as a respected authority in wealth management, business valuations, and strategic advisory services.
Experience Summary
Current Roles
As the President and CEO of Boyce & Associates Wealth Consulting Inc., Eric is responsible for the overall strategic direction and growth of the firm. He oversees the firm's comprehensive wealth management services, including investment portfolio management, financial planning, and tax optimization strategies. Additionally, he serves as the Chief Executive Officer of Boyce & Associates Business Valuations, LLC, where he leads a team of experts in providing business valuation services to clients across a range of industries.
Eric also holds the position of Group Leader for the Austin Group 6 at ProVisors, a leading professional services networking organization. In this role, he facilitates collaborative discussions and facilitates referral opportunities among a diverse group of professional service providers.
Furthermore, Eric is a Partner at OneSeventeen Media, a digital media and technology company, where he provides strategic guidance and oversight.
Career Progression
Prior to his current roles, Eric held various leadership positions in the financial services industry. He served as the Chief Investment Officer at Integrated Wealth Strategies, where he was responsible for developing and implementing investment strategies for high-net-worth clients. Before that, he worked as a Senior Portfolio Manager, Wealth Strategist, and Austin Director at McDonald Capital Management, and as a Vice President at Merrill Lynch.
Eric's extensive experience also includes roles as a Senior Vice President and Portfolio Manager at Luther King Capital Management, an Executive Vice President and Research Director at Penn Investment Group, and a Vice President in Equity Research at Baldwin Anthony & McIntyre and Hodges Capital.
Academic Background
Eric holds a bachelor's degree in Finance from the University of Texas at Austin, where he graduated with honors.
Areas of Expertise
- Wealth management and investment portfolio optimization
- Business valuation and strategic advisory services
- Financial planning and tax optimization
- Investment research and portfolio management
- Leadership and strategic planning
Professional Impact
During his career, Eric has made significant contributions to the financial services industry. He has been recognized for his expertise in wealth management and business valuations, and has served as a trusted advisor to high-net-worth individuals and business owners. Under his leadership, Boyce & Associates Wealth Consulting Inc. and Boyce & Associates Business Valuations, LLC have experienced consistent growth and have become respected players in their respective markets.
Conclusion
With his extensive experience, industry expertise, and proven track record of success, Eric Boyce is well-positioned to continue driving the growth and success of Boyce & Associates Wealth Consulting Inc. and Boyce & Associates Business Valuations, LLC. His commitment to providing exceptional service and creating value for his clients has earned him a reputation as a highly respected leader in the financial services industry.