Karen Boschert

Karen Boschert is a Senior Wealth Advisor at Exencial Wealth Advisors since March 2018, overseeing a high-net-worth client portfolio with $1 billion in assets under management. Previously, Karen served as a Private Client Investment Consultant at TD Ameritrade from October 2016 to February 2018, focusing on developing existing client relationships and offering personalized investment guidance. Prior experience includes a decade at Fidelity Investments, where Karen held various roles, including Director of Retirement Planning, responsible for educating clients on retirement asset consolidation, and Account Executive, where relationship building with Mass Affluent investors was key. Karen holds a Bachelor of Arts in Public Relations from Spring Hill College, earned in 2001.