Wellington Community Foundation "Thank You Soiree"
Our BFG team hosted a special Thank You Soiree on behalf of the Wellington Community Foundation. The evening was dedicated to thanking those who help support the foundation's initiatives. Guests enjoyed an evening of passed hors d'oeuvres and drinks, while also learning about the three 2022 Arle & Ken Adams Scholarship recipients being recognized.
Wellington Regional Medical Center Board of Governors
Ben is proud to continue to serve as a member of the Board of Governors for the 2022 year. The hospital’s executive team has accomplished many achievements and Ben is honored to be able to serve with them.
Raymond James Chairman’s Council Award
Congratulations to Ben and Joanna, who were awarded the Chairman's Council Award for the fiscal year of 2021. They are honored to be recognized as a leading branch of Raymond James.
Business Development Board (BDB)
Ben is proud to serve as a past Chair on the Executive Committee and Board of the Development Board of Palm Beach County. The mission of the Business Development Board (BDB) is to stimulate economic energy, promote business diversity and enrich the vitality of Palm Beach County through the relocation, retention, and expansion of companies to or in Palm Beach County. To learn more, please visit www.bdb.org.
Wellington Community Foundation, Inc.
Joanna is honored to continue to serve on the Board of the Wellington Community Foundation, Inc. The WCF is a nonprofit charitable 501(c)(3) that strives to better the lives of those in most need in the community – particularly seniors and children. To learn more about the foundation, visit www.wellingtoncommunityfoundation.org.
Alex Wooldridge Becomes Licensed
We are proud of Alex’s accomplishments of continuing her professional education, as she recently passed her Series 7 and Series 66 license exams. Congratulations, Alex!
Forbes Best-In-State Wealth Advisors List 2021
For the fourth year in a row, Ben is recognized on the Forbes Best-In-State Wealth Advisors list, which spotlights advisors across the country who were nominated by their firms; then researched, interviewed and assigned a ranking within their respective states.*
Wellington Regional Medical Center Board of Governors
Ben has served as Chairman of the Board of Governors at Wellington Regional Medical Center for many years and has now passed the gavel to his successor. Ben continues to serve as a member of the Board of Governors as the past Chair for the 2021 year. The hospital’s executive team has accomplished many achievements and Ben is honored to be able to serve with them.
Raymond James Chairman's Council Award
Congratulations to Ben and Joanna, who were again awarded the Chairman’s Council Award for the fiscal year of 2020. **
Business Development Board (BDB)
Ben is proud to serve as past Chair on the Business Development Board of Palm Beach County. The mission of the Business Development Board (BDB) is to stimulate economic energy, promote business diversity and enrich the vitality of Palm Beach County through the relocation, retention and expansion of companies to or in Palm Beach County. To learn more, please visit www.bdb.org.
Wellington Community Foundation, Inc.
Joanna is honored to continue to serve on the Board of the Wellington Community Foundation, Inc. The WCF is a nonprofit charitable 501(c)(3) that strives to better the lives of those in most need in the community – particularly seniors and children. To learn more about the foundation, visit www.wellingtoncommunityfoundation.org.
Introducing Judith Duany
Our team would like to introduce Judith Duany, our newest Relationship Manager! Always intrigued by financial services, Judy had the opportunity to change her career path by joining us at Boynton Financial Group, Inc. Prior to coming on board, she worked in the health and fitness industry, where she gained over 20 years of experience in management. Judy has extensive experience working with people and she enjoys building relationships. She is dedicated to providing concierge-level service and supporting our team to help our clients meet their financial goals. Welcome, Judy!
Wellington Regional Medical Center Board of Governors
Ben continues to serve as the Chairman of the Board of Governors for the 2020 year at Wellington Regional Medical Center. The hospital’s executive team has accomplished many achievements and Ben is honored to be able to serve with them.
Forbes Best-In-State Wealth Advisors List 2020
For the third year in a row, Ben is recognized on the Forbes Best-In-State Wealth Advisors list, which spotlights over 3,000 top advisors across the country who were nominated by their firms; then researched, interviewed and assigned a ranking within their respective states. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria.**
Introducing Jennifer Robinson
We are pleased to introduce Boynton Financial Group's newest member, Jennifer Robinson. Jenn graduated from Florida Atlantic University with a B.S. in Accounting and worked in corporate finance and accounting for technology companies Motorola and Oracle. As a team member for these global organizations, she had the opportunity to travel the world and learn about the inner workings of multinational corporations. After taking a sabbatical from her career to raise her young family, she is looking forward to expanding her knowledge of the financial services industry from a client-based perspective.
Debbie Piconcelli’s Retirement
We have a big announcement to make! After 13 years, Debbie Piconcelli is retiring from Boynton Financial Group. Debbie joined our team in 2006, after being introduced to us by her husband, Joe, who had recently built Ben and Joanna’s home. Around the office, she is best known for being nurturing to those around her. We are sad to see her go, but we are happy she is able to begin her journey through retirement. Congratulations, Debbie!
Raymond James Chairman’s Council Award
Congratulations to Ben and Joanna, who were again awarded the Chairman’s Council Award for the fiscal year of 2019. The Chairman’s’ Council honors are presented to financial advisors who have showed an unexcelled devotion to personal service and professional ethics. Members of the Chairman’s Council are recognized as the top tier of the firm’s advisors, which is only limited to a select few.*
Business Development Board Gala
Ben and Joanna are proud Sponsors of the Business Development Board of Palm Beach County Gala, where they celebrated another year of community achievements!
Introducing Denise Snyder
Our office would like to introduce the newest member of our team, Denise Snyder! Denise was born and raised in Ohio where she began her career at an accounting firm. After relocating to Florida, Denise spent 14 years working for GenSpring/SunTrust Private Wealth Management before joining our team. We welcome Denise as our new Client Concierge!!
Wellington Community Foundation, Inc.
Joanna is honored to continue to serve on the Board of the Wellington Community Foundation, Inc. The WCF is a nonprofit charitable 501(c)(3) that strives to better the lives of those in most need in the community – particularly seniors and children. To learn more about the foundation, visit www.wellingtoncommunityfoundation.org.
Raymond James Mutual Fund & 529 Advisory Council
Ben is honored to serve on the Raymond James Mutual Fund & 529 Advisory Council, where a select group of advisors collaborate and contribute to discussions regarding the firm’s mutual fund and 529 current topics.
Boynton Financial Group - Grand Opening
Boynton Financial Group hosted a grand opening to celebrate our newly renovated and expanded offices! Guests mingled throughout the building and enjoyed the catered food and passed hors d’oeuvres. We thank everyone for the great turnout and for helping us celebrate our new space!
Wellington Regional Medical Center Board of Governors
Ben continues to serve as the Chairman of the Board of Governors for the 2019 year at Wellington Regional Medical Center. The hospital’s executive team has accomplished many achievements and Ben is honored to be able to serve with them.
Forbes Best-In-State Wealth Advisors List 2019
Ben is recognized on the Forbes Best-In-State Wealth Advisors list for 2019 which spotlights over 3,000 top advisors across the country who were nominated by their firms - and then researched, interviewed and assigned a ranking within their respective states. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria.**
Beacon of Hope 5K Run/Walk
The Boynton Financial Group team had another great time participating in, and being a sponsor of, the Beacon of Hope 5K run/walk, honoring the late Kevin P. Enterlein.
Business Development Board of Palm Beach County
Our team is proud of Ben’s most recent achievement with the Business Development Board of Palm Beach County. He was named Chairman of the Board for the second year in a row for the 2018 - 2019 fiscal year. The mission of the Business Development Board (BDB) is to stimulate economic energy, promote business diversity and enrich the vitality of Palm Beach County through the relocation, retention and expansion of companies to or in Palm Beach County. To learn more, please visit www.bdb.org.
Raymond James Chairman’s Council Award
Ben and Joanna were again awarded the Chairman’s Council Award for the fiscal year of 2018. The Chairman’s’ Council honors are presented to financial advisors who have showed an unexcelled devotion to personal service and professional ethics. Members of the Chairman’s Council are recognized as the top tier of the firm’s advisors, which is only limited to a select few.
Business Development Board Gala
Ben and Joanna are proud Sponsors of the Business Development Board of Palm Beach County Gala, where they celebrated another year of community achievements!
Introducing Ryan Lefler
Our office would like to introduce the newest member of our team, Ryan Lefler! Ryan is an FIU graduate and has a passion for helping people and businesses. He joined our branch having previous industry experience at Morgan Stanley and Templeton & Company, LLP. Through his focus on providing the highest level of service, and by utilizing the knowledge and skillset gained from his experience, Ryan makes a great addition to the team as a Relationship Manager. Be sure to see his bio for more info!
Wellington Community Foundation, Inc.
Joanna is honored to continue to serve on the Board of the Wellington Community Foundation, Inc. The WCF is a nonprofit charitable 501(c)(3) that strives to better the lives of those in most need in the community – particularly seniors and children. To learn more about the foundation, visit www.wellingtoncommunityfoundation.org.
Raymond James Technology Advisory Council In-Person Meeting at Headquarters
Joanna serves on the Technology Advisory Council at Raymond James and is happy to have attended the onsite Council meeting at Raymond James Headquarters in March. The council is comprised of an elite group of advisors that influence the development of Raymond James technology. The goal of the council is to ensure the development of industry-leading technology built from the mindset of advisors.
Wellington Regional Medical Center Board of Governors
Ben is very proud to serve as the Chairman of the Board of Governors for the 2018 year at Wellington Regional Medical Center. There have been many achievements that the executive team has accomplished and he is honored to be able to serve with them.
Forward Scholarship for Women of Excellence
The Forward Scholarship for Women of Excellence, a scholarship that was founded last year by Anna and three of her colleagues, has grown to the point of endowment this year! This accomplishment means that the original money raised is now preserved and the scholarship money now comes out of interest and investments made through the University of South Florida Foundation. The scholarship was created to help pay it forward to future female students in the Lynn Pippenger School of Accountancy at USF.
Beacon of Hope 5K Run/Walk
The Boynton Financial Group team had a great time participating in the Beacon of Hope 5K run/walk, honoring the late Kevin P. Enterlein. To learn more about Beacon of Hope and to sign up for future races, please visit facebook.com/beaconofhopewellington.
Business Development Board of Palm Beach County
We are very proud of Ben’s most recent achievement with the Business Development of Palm Beach County. After serving on the board, and later, the executive committee, he was recently named Chairman of the Board for the 2017 - 2018 fiscal year. The mission of the Business Development Board (BDB) is to stimulate economic energy, promote business diversity and enrich the vitality of Palm Beach County through the relocation, retention and expansion of companies to or in Palm Beach County. To learn more, please visit www.bdb.org.
Raymond James Chairman’s Council Award
Ben and Joanna were recently awarded the Chairman’s Council Award for the fiscal year of 2017. The Chairman’s’ Council honors are presented to financial advisors who have showed an unexcelled devotion to personal service and professional ethics. Members of the Chairman’s Council are recognized as the top tier of the firm’s advisors, which is only limited to a select few. Membership is based on prior fiscal year production. Re-qualification is required annually.
Wellington Community Foundation, Inc.
Joanna was honored to receive an invitation to join the Board of the Wellington Community Foundation, Inc. The WCF is a nonprofit charitable 501(c)(3) that strives to better the lives of those in most need in the community – particularly seniors and children. Joanna was pleased to accept this invitation! To learn more about the foundation, visit www.wellingtoncommunityfoundation.org.
Raymond James National Conference
Orlando, FL
Ben, Joanna and Anna enjoyed attending the 2017 Raymond James National Conference in Orlando, Florida. They were able to interact with their peers and industry experts in educational workshops that focused on topics such as social security, a new trading research system and technology, as it relates to security awareness. Another area of focus was based on the recent news and updates with the Department of Labor, which included branch and industry best practices.
Leaders Council Award
We are thrilled to announce that Ben and Joanna have been awarded with the Leaders Council Award for 2017. The award is recognized by prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating.
Wellington Regional Medical Center Board of Governors
Ben has spent many years on the board of Wellington Regional Medical Center and is proud to continue as the Chairman of the Board of Governors for the 2017 year.
Raymond James Branch Professionals Conference
Atlanta, GA
Alex attended the Raymond James Branch Professionals Conference in Atlanta, GA this year. She spent three days in educational workshops networking with other branch professionals from around the country, where she was able to glean the various workflow processes and best practices that other offices use to ensure excellent service.
Introducing Anna Morra
Our office would like to introduce the newest member of our team, Anna Morra! Anna is a graduate from USF and has a passion for the financial planning industry. She joined our branch having previously worked in Operational Risk Management at Raymond James, Inc. headquarters in Tampa, Florida. Having grown up in Wellington, Anna moved back to the area after graduating and eventually began her career here, after working for another local brokerage firm. Be sure to see her bio for more info!
Raymond James National Conference
Nashville, TN
Maryana flew to Nashville, Tennessee this year to attend the Raymond James National Conference. There, they discussed upcoming changes with the Department of Labor, as well as increased security updates and new technology initiatives. When Maryana returned, we were all excited to hear about the news and updates happening within Raymond James and the beneficial impact to our branch and clients.
Pauline Parlato’s Retirement
We have a big announcement to make! After 14 years, Pauline Parlato is retiring from Boynton Financial Group. Pauline joined our team in 2002, after selling a successful retail business in Key Largo. As our Director of Customer Relations, she is best known for her pleasant voice, ready smile and willingness to consistently go the extra mile. We are sad to see her go, but we are happy she is able to begin her journey through retirement. Congratulations, Pauline!
Introducing Alexandra Wooldridge
We would like to introduce our newest team member, Alexandra Wooldridge. Alex came to our office having previously worked in the insurance industry. Wanting to learn more about the financial side of the business, she welcomed the opportunity to join our team. As one of our Relationship Managers, she works on a variety of advanced financial planning needs for our clients. Visit Alex’s bio for more details.
Raymond James National Conference
Las Vegas, NV
Ben, Joanna and Maryana recently attended the Raymond James National Conference in Las Vegas, Nevada. This year’s conference included new technology updates such as the new eSignature and PMC trading platforms. Raymond James’ chief investment strategist and managing director, Jeff Saut, also gave a great talk about the current markets. Perhaps one of the more exciting highlights of the conference, however, was that this year, Ben was asked to be one of the presenters. Many Raymond James advisors from around the country sat in to listen to his presentation, titled “Steady Growth with Outstanding Service.”
Raymond James Leaders Council Award
Ben and Joanna are very proud to have been named to the elite Raymond James Leaders Council again this year 2016. Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating.
Raymond James National Conference
Washington, D.C.
Ben and Joanna enjoyed attending this year's Conference for Professional Development held at The Gaylord National Resort & Convention Center in Landover, MD. May 19th - 22nd. This year's conference was close to Washington DC and gave a patriotic flavor to the event that kicked off the opening meeting with a fife and drum corps. The music heralded updates from RJFS President, Scott Curtis. His comments included how the firm was doing, technology investments, and regulatory updates.
Ben Boynton has been re-appointed to the Business Development Board of Palm Beach County. Ben has been a board member since 2012 and is involved in promoting business diversity and enriching the vitality of Palm Beach County through the relocation and expansion of companies to our area. The Business Development Board is Palm Beach County's economic development resource and is a private, non-profit corporation.
We are proud to announce Joanna Boynton was nominated for the Central Palm Beach County Community Foundation's 4th Annual Women of Worth Stiletto Awards in the Entrepreneur Category. The event was held March 13, 2014, at the Four Seasons Resort in Palm Beach. The event recognizes and celebrates women in leadership who have made a valuable contribution in Palm Beach County.
Ben and Joanna are very proud to have been named to the elite Raymond James Leaders Council again this year. This annual award is given in recognition of outstanding client service and exemplary professional growth. The Leaders Council honors are presented exclusively to financial advisors who have demonstrated the highest level of commitment to clients through personal service and professional integrity.
American Cancer Society
Ben and Joanna are proud Sponsors and serve on the Host Committee of the "Shine Bright Like A Diamond" Gala held Saturday, March 8th at the International Polo Club in Wellington, FL.
Wellington Regional Medical Center
Wellington, FL
Ben is very proud to have been re-appointed to serve as a member of the 2014 Board of Governors for Wellington Regional Medical Center. Ben also serves as one of two community members to the Patient Safety Committee comprised of department heads and staff of the hospital to ensure patient safety procedures are in place and effective.
** Raymond James Chairman’s Council - Membership is based on prior fiscal year production. Re-qualification is required annually.
Raymond James is not affiliated with any organizations mentioned above.
