Bert Boksen

Bert Boksen's story, beginning on March 27, 1948, in the energetic streets of New York City, is a portrait of dedication, financial mastery, and transformative leadership. His transition from the pulsating life of New York to the tranquil settings of Florida encapsulates a journey rich in professional accolades and personal growth. Now, in the peaceful days of retirement, he is enveloped in the warmth of his family, including three children and four grandchildren, reflecting on a legacy built on profound achievements and unwavering integrity. His professional journey, rooted in the financial epicenter of New York City, laid the foundation for a path marked by distinction and influence. The move to Florida in 1979 symbolized not just a change of environment but a significant shift in his career. His tenure at Raymond James, spanning over four decades, was highlighted by his expertise in small-cap stocks, leading to numerous successful investment portfolios and cementing his status as a respected figure in the financial sector. Education played a pivotal role in shaping his career. He built his foundational knowledge at the City College of New York, renowned for its rigorous academic standards and legacy of producing industry leaders. Furthering his education at St. John's University, he gained a comprehensive understanding of the financial services sector, which was crucial for his career achievements. Beyond his corporate success, he demonstrated a deep commitment to philanthropy and societal contribution. His involvement with the Mayo Clinic and the United Way Tocqueville Club and his support for educational and historical preservation highlights his dedication to healthcare, education, and maintaining historical memory. In his personal life, resilience and the steadfast support of his family have been constants. His passions for tennis and chess are not just hobbies but reflections of his dynamic and strategic mindset, attributes that have been integral to his professional life. In retirement, Bert stands as an emblem of hard work, dedication, and generosity. His story, transitioning from the vibrant avenues of New York City to the serene coasts of Florida, is a narrative of professional excellence, personal tenacity, and a deep-rooted commitment to enriching the financial sector and the broader community.