
|
444 East Main Street Naples, Florida Kennebunkport, Maine |
|
Principals Robert J. Bova, 67, Chairman and Chief Investment Officer, holds a B.A. (Binghamton University, 1967) and a M.B.A. (University of Kentucky, 1981). Employed by Thomson McKinnon Securities, Inc. (1968-1978), he held the position, among others, of Vice President & Director, Financial Planning. Mr. Bova founded Moneywatch Corporation in 1980 to provide fee based financial planning. He reviews all accounts and determines the investment strategy and selection of investments for clients. He is responsible for banking, accounting and payroll. He resides in Naples, Florida (September-May) and in Lexington, Kentucky (June-August). Mrs. Ramsey Bova, 34, President, Director of Planning, Chief Compliance Officer and Certified Financial Planner, is responsible for managing MAI’s daily business environment, daily operations and for preparing financial plans and retirement plans for clients. Ramsey joined the firm in August of 1998, after receiving her Bachelor of Science degree with a major in finance from Clemson University. As Chief Compliance Officer, she is responsible for administering those policies and procedures. She annually reviews these policies for adequacy and effectiveness and stays current on any Proposed Rules from the SEC. Ramsey, her husband Robert Hammond, and son, Pierse, reside in Lexington, Kentucky. William H. Leffler, 80, Vice President & Certified Financial Planner, has been associated with the firm since August of 1986. He is a graduate of Dartmouth College, Hebrew Union College and College for Financial Planning. Mr. Leffler serves a variety of individuals as a financial advisor. Bill resides in Kennebunkport, Maine. He travels to the Lexington offices every three months. Mrs. Sharon Moberly, 31, is responsible for operations, database management and client communications. Sharon joined the firm in May of 2009. She and her husband live in Richmond, Kentucky.
|
|