Peggy Boris
LPL Financial Advisor
With almost two decades of dedicated experience in financial advising, Peggy stands out as a highly valued Financial Advisor at LPL Financial. A proud alumnus of the University of Wisconsin – Oshkosh, where she earned her bachelor's degree in finance and awarded outstanding senior in finance. Peggy brings a wealth of knowledge and expertise to her role, helping to ensure that her clients receive unparalleled service and guidance.
Peggy has a great passion and commitment to her clients, always prioritizing their needs and those of their families. With the world more complex than ever before, her approach is characterized by attentively listening to the client’s needs, developing a customized financial strategy, and delivering a personalized approach tailored to each client’s unique goals.
Beyond her professional life, Peggy is an avid sports enthusiast. She actively contributes to the Bavarian Soccer Club in Glendale. Peggy has been involved in the Bavarian Soccer Club community a as a past president of the club and a previous board member, through supporting her sons’ participation, and now helping the adult men and women’s team. Peggy’s dedication to sports extends to gymnastics, where she not only competed as a collegiate gymnast, but continues to coach and inspire the next generation of gymnasts.
Peggy’s commitment to excellence, combined with her passion for giving back to the community, makes her a trusted and respected advisor.
Peggy holds the Series 7 registration through LPL Financial and the Series 66 registration through LPL Financial and Richmond Investment Services, LLC. and licensed in Life and Long-Term Care Insurance.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Richmond Investment Services, LLC, a registered investment advisor and separate entity from LPL Financial. Member FINRA/SIPC.