Montague “Cosmo” Boyd CFP®
Cosmo Boyd began his life-long career in finance in 1977. Throughout the years, he has always striven to help his clients understand their financial needs and pursue their goals. He has been an advisor with a number of financial firms, including Robinson-Humphrey, Morgan Stanley, and Stephens. In 2021, he became an independent financial advisor, partnering with LPL Financial and Independent Advisor Alliance.
When working with his clients, he focuses on developing a personal relationship with each of them, for a deeper understanding of their dreams and goals, so he can craft a financial strategy and investment portfolio that best suits them. Cosmo has been a Certified Financial Planner (CFP®) since the beginning of his career and has made planning a cornerstone of his practice
Cosmo resides in Atlanta and is an active member of his community, serving on the Board of Directors for the Atlanta Opera and the Board of Trustees of the Center for the Visually Impaired. He is married to Laura, and together they have three adult children – Thiot, Bunny, and Emily – and three grandchildren.