Dalton Boatright, CFA®

Portfolio Management Associate at Legacy Trust Family Wealth Offices
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Contact Information
us****@****om
(386) 825-5501
Location
Metro Jacksonville

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Jan, 2022
    - Nov, 2024
  • Georgia Life and Health Insurance License
    -
    Sep, 2016
    - Nov, 2024
  • Series 7 & 66
    -

Experience

  • Legacy Trust Family Wealth Offices
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Portfolio Management Associate
      • Apr 2020 - Present

  • BRUNSWICK GOLDEN ISLES CHAMBER OF COMMERCE INC.
    • Ambassador
      • Dec 2016 - Present

      Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity. Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity.

  • Lighthouse Financial Advisors L.L.C
    • St.Simons Island, GA
    • Financial Representative
      • Sep 2016 - Present

      Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker-Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Lighthouse Financial Advisors, LLC and Cambridge are not affiliated. SCL_2017-04-24T13:53:57.738 Exp 3/19 Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker-Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Lighthouse Financial Advisors, LLC and Cambridge are not affiliated. SCL_2017-04-24T13:53:57.738 Exp 3/19

  • PARAGON Wealth Strategies, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Management Associate
      • May 2019 - 2020

  • The University of Georgia
    • Higher Education
    • 700 & Above Employee
    • Public Relations Committee Head
      • Jan 2015 - Dec 2015

      ➢ Uphold Greek fraternity system reputation by actively being apart of key decisions within IFC. ➢ Met with various organization members to introduce and promote Greek fraternities at UGA as a whole. ➢ Uphold Greek fraternity system reputation by actively being apart of key decisions within IFC. ➢ Met with various organization members to introduce and promote Greek fraternities at UGA as a whole.

  • Lighthouse Financial Advisors, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Student Intern
      • Jun 2015 - Aug 2015

      •Aided Mr. David L. Burch, Owner of Lighthouse Financial, in daily activities. •Observed and became knowledgeable about estate planning and insurance brokering. •Aided Mr. David L. Burch, Owner of Lighthouse Financial, in daily activities. •Observed and became knowledgeable about estate planning and insurance brokering.

Education

  • University of Georgia - Terry College of Business
    Bachelor of Business Administration (B.B.A.), Finance
    2013 - 2017
  • Glynn Academy High School
    High School
    2009 - 2013

Community

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