Wealth Management Team

With a career beginning in 2001—just months after the September 11th attacks and shortly before the corporate collapses of Enron, WorldCom, and Arthur Andersen—Boaty Alexander entered the financial industry during one of the most turbulent periods in modern market history. That early experience shaped his unwavering commitment to stewardship, risk awareness, and disciplined planning, principles that continue to guide his work today.

Boaty is a seasoned financial advisor, wealth manager, and holistic financial planner who holds the CLU^®, ChFC^®, and CFP^® designations, representing advanced expertise in insurance, financial planning, and comprehensive wealth management. With more than two decades of experience, he specializes in serving closely held businesses, high‑net‑worth families, and retirees, providing strategic guidance tailored to their unique financial landscapes and long‑term goals.

Collaboration is a core part of Boaty’s planning philosophy. He maintains strong professional relationships with estate planning attorneys and tax advisors, ensuring clients benefit from a fully integrated financial, legal, and tax strategy. His holistic planning process includes ongoing reviews, proactive adjustments, and a commitment to delivering extraordinary investment and insurance management, supported by an exceptional standard of service.

Deeply dedicated to his community, Boaty has served on numerous boards and committees, including the Charlotte Latin Alumni Board, the Charlotte‑Mecklenburg Neighborhood Matching Grants Board, the Henderson County Education Foundation, and the Henderson County Chamber of Commerce Ambassadors Committee. He currently serves as Chairman of the Henderson County Chamber of Commerce Small Business Committee and as a member of the Chamber’s Public Policy Board, contributing his leadership to support local businesses and community development.

Outside of his professional life, Boaty is a devoted husband to his wife, Christie, and the proud father of two teenage children. He finds joy in volunteering at the Hendersonville Rescue Mission, playing golf, attending Hendersonville High School athletic events, traveling to the Caribbean, and offshore fishing. Above all, he values nurturing an open, honest, and deeply connected relationship with his family.

With a blend of professional expertise, community leadership, and personal integrity, Boaty is committed to helping clients build clarity, confidence, and lasting financial well‑being.

Lori Ann serves as a Vice President and Senior Registered Client Administrative Manager at Steward Partners, bringing more than 30 years of investment industry experience to the team. Her extensive background includes key roles at Smith Barney, Merrill Lynch, and UBS before joining Steward Partners in 2019. Throughout her career, Lori Ann has earned a reputation for reliability, professionalism, and an unwavering commitment to client service.

A performance‑driven and client‑focused professional, Lori Ann excels at helping individuals identify, understand, and prioritize their financial needs. She is dedicated to delivering an exceptional client experience, overseeing all aspects of client communication, account administration, and service‑related support with precision and care. Her thoughtful approach and deep industry knowledge make her an invaluable resource to both clients and advisors.

Lori Ann attended Peace College and graduated from North Carolina State University in 1986. She and her husband, Lewis, have called Henderson County home for more than 25 years. They are active members of Biltmore Church, where they enjoy taking part in various volunteer initiatives. Outside of the office, Lori Ann embraces the outdoors and is passionate about traveling, camping, hiking, kayaking, and photography.

With her extensive experience, client‑centered mindset, and strong community ties, Lori Ann plays a vital role in delivering the high level of service and support that defines the firm’s client experience.

Sean moved to the US from Scotland in 2019 to study Business at Davis & Elkins College and compete in collegiate Golf before continuing his academic and athletic career at Wingate University while obtaining his MBA. Bringing his recent education and drive to learn more about the industry, Sean joins Steward Partners as a Client Administrative Manager, where, like his everyday life, he is passionate and determined to learn, help, and succeed. He is enthusiastic to contribute to the team’s success and ensure every client’s satisfaction with every interaction he has with them and their families.

 

Outside of work, Sean likes to spend time with his wife, Hannah, often with their 2 dogs or working on their new house. Although not nearly as often as he used to, you can still find him on the golf course or watching the professionals, but his main priority outside of work is cherishing his family. Sean will bring detailed quality client support while caring for clients and bringing positivity to their experience.