Jeffrey S. Boettcher
(President / Financial Planner)
Jeff Boettcher graduated from Miami University in Oxford, Ohio, which has one of the nation’s premier public business schools. Mr. Boettcher began his career in financial services industry at the Chicago Mercantile Exchange (CME) in Chicago, specializing in currency futures and options. Knowing that rapid advances in technology were quickly reshaping the commodities markets, and because of Mr. Boettcher’s desire to help educate those he comes in contact with, Mr. Boettcher left the CME and began a practice helping wealthy retail investment clients manage their investments and estate plans.
As Mr. Boettcher’s business and practice expanded he worked with several corporate Investment Firms culminating at the Private Bank of Wachovia Securities (now Wells Fargo Advisors). With the unique insights Mr. Boettcher’s experiences brought and as a top-producer at each institution he has been a part of, Mr. Boettcher took the opportunity to create the Boutique Investment firm of Bedrock Investment Advisors, LLC. Providing objective advice and counsel to clients who value a close working relationship with their primary financial advisor.
Some of Mr. Boettcher’s professional accomplishments include being;
One of the youngest Senior Vice Presidents in the Country for Wells Fargo Investments and Wachovia Securities.
One of the highest producing Financial Planners in the Country for Banc of America Investments (now BofA/Merrill)
The pre-eminent financial planner for Wachovia Securities, Private Banking Clients in Arizona.
Named to the President’s Club at Berthel Fisher & Company Financial Services, Inc.
Able to retain nearly 100% of his clients through good markets and bad.