Financial guidance you can truly take personally

While our goal is to bring value to every client we serve, it can mean different things depending on each person’s unique situation, goals and needs. For some, it may mean simply managing their investments. For others, it can include a full financial plan that helps address every need.

But no matter what services we provide, the comfortable manner in which we serve you never wavers – because at Booth Wealth Management, every financial advisor is a family member, and every client is treated like family.

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Our Team

Get better acquainted with us and how we can help you.

Learn more about us
Booth Wealth Management team photo

Pictured from left to right: Ashley Rogers, Brad Booth, Jonathan Booth, Gary Booth, Elly Williams

Pictured from left to right:
Ashley Rogers Gates, Brad Booth, Jonathan Booth, Gary Booth, Elly Williams

Let’s Get Acquainted

Our family team of financial advisors applies more than 50 years of combined industry experience to helping you and your family.

Working with Us

Our customized approach for working with each client means we focus on how we can best help each individual.

Who We Serve

While we work with a wide range of people in all ages and occupations, our focus is always on providing value.
A little something extra
The city of Monroe was named after the steam-powered paddle wheeler James Monroe. The arrival of the ship in the early 1800s helped transform the quiet outpost into a thriving town.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

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Booth Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.