Kay Boyd

Senior Vice President, Wealth Advisor

36 Years of Industry Experience

Kay Boyd has been passionately helping clients meet their financial goals since joining EF Hutton in the 1980s. She has been a daily Radio Talk Show Host, Adjunct Faculty at the U of H Bauer College of Business, and speech coach of First Lady Barbara Bush. To quote Mrs. Bush, “Kay, you made life easier for all.” She strives to always leave this impression.

Kay combines the resources and prowess of Sovereign and LPL Financial in achieving one simple goal for all clients: Building Bright, Exceptional Futures. Her expertise and creativity ensure a sound financial future for families, businesses and legacies. She enjoys her active role in clients lives and in guiding them through decisions large and small. Her education, experience and credentials attract advice-seeking clients.

Kay believes what sets her apart lies in her impact on peoples lives: she positions herself to be effective and available. She asks tough financial questions, listens to clients answers and then goes to work. Her advice is tailored to clients unique situation and goals; it is never a template.

Education

Oklahoma State University, BME, Education
University of Northern Colorado, MM, and EdD in education
College for Financial Planning, CFP Professional Education Program

State Securities Law Exam

Series 65 – Uniform Investment Adviser Law Examination
Series 63 – Uniform Securities Agent State Law Examination

General Industry/Products Exam

Series 5 – Interest Rate Options Examination
Series 7 – General Securities Representative Examination

Principal/Supervisory Exam

Series 24 – General Securities Principal Examination

State Registrations

Colorado, Oklahoma, Texas

SRO Registrations

FINRA

Additional Licenses & Registrations

Certified Financial Planner® Licensee