Bo has close to a decade of experience in the financial industry developing and managing extensive financial plans for clients. With Scott and Spencer, he helps clients reach their income goals in retirement. Bo specializes in retirement income planning, financial planning, insurance review, retirement plans both individual and corporate and 501(c)3 and other charitable and religious investment advisory services.
He has worked at Merrill Lynch and continued his career at Wells Fargo Advisors before partnering with Scott and Spencer in June of 2022.
Bo is originally from Mt. Pleasant. He attended the College of Charleston where he was a member of the men’s tennis team and earned a degree in business.
Today, Bo and his wife, Megan, live in Mt. Pleasant, and have a son, Cooper. Bo stays active in the Charleston tennis community. He is also a part of many local organizations including the Charleston Metro Chamber of Commerce.
