Steve Boatner serves as Investment Executive and Manager of The Investment Centre at CBCBank.
Steve Boatner is a native of LaGrange, GA. He began his financial services career as a college intern at LaGrange College and has been involved in the industry for over 30 years. Steve obtained the Professional designations of LUTCF, CLU, and ChFC from the American College in Bryn Mawr, PA. He is a graduate of the Life Insurance Marketing Research Association’s Agency Management Course and has earned numerous industry and company awards throughout his career.
Steve’s Industry involvement includes serving through the chairs of The National Association of Insurance and Financial Advisors, and is past president of the Columbus, GA Chapter. He is also past president and has served in all offices of the The Society of Financial Service Professionals. Steve serves as Immediate Past President of the board of trustees of Camp Viola and on the Board of Directors of the Valdosta Rotary Club serving as the current Sergeant-At-Arms. He has achieved the 2018 Circle of Excellence from Cetera Investment Services which is their top level of recognition.
Steve enjoys working with clients in consultative financial planning and wealth management. He brings a diversified range of experience having worked in large corporate financial service and insurance companies as well as small local investment firms. Recognizing the unique needs and attitudes toward risk and developing strategies with this in mind are the cornerstones of his practice.
Steve and Regina have been married for over 30 years and have 2 children, Amanda Weathers and Brad Boatner, and one grandchild.