Tori Boswell, MBA, CIMA®
Partner, Senior Wealth Advisor

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Tori is a Partner and Senior Wealth Advisor in the Beacon Pointe Tampa, FL office. With more than two decades of experience in the financial services industry and more than ten years advising clients directly, Tori works with individuals and families nationwide, offering strategic investment guidance rooted in deep industry expertise. As a Certified Investment Management Analyst® (CIMA®), she helps clients build thoughtful investment strategies aligned with their long-term goals. Prior to Stephens Wealth Management Group joining Beacon Pointe in 2025, Tori was a wealth advisor at SWMG. Prior to SWMG, Tori began her career as an options trader on the Chicago Board of Trade. She later served as a regional investment consultant with Raymond James and Bank of America, followed by a role as Regional Vice President at Eagle Asset Management, where she provided research, analysis, and investment strategy recommendations to financial advisors, high-net-worth clients, and institutions. Tori is actively involved in her community, serving on the Alumni Advisory Committee for the Pi Beta Phi sorority at the University of Tampa. She holds an MBA from the University of South Florida and a bachelor’s degree in accounting from the University of Alabama. A Tampa native, Tori enjoys travel, golf, boating, and fishing in her free time.