"We're true consultants to our clients from the initial stages of financial planning, through the implementation of their custom tailored financial plan and investment strategies, and subsequently for their financial plan's monitoring and investment portfolio re-balancing. We become our client’s primary financial advocate for all aspects of their financial lives, because the relationships we forge with our clients last a lifetime.”

Chad Boling-Lewis
President

Global Perspective, Personal Planning

Charles Boling-Lewis

Charles H. (Chad) Boling-Lewis joins Global Wealth Management, Inc. with a wealth of financial, business, leadership and international experience. His collaborative and consultative style and interest in working with clients bring critical advisory experience in today’s global economy.

President of Global Wealth Management, Inc., Chad has 15 years experience with Wal-Mart coordinating a variety of business solutions with cross-functional teams. As International Senior Financial Analyst, he coordinated financial systems solutions teams in Brazil, Argentina, Central America, Japan, China, Korea, the United Kingdom, Canada and Mexico. He spent two years in Germany transitioning new acquisitions to Wal-Mart financial systems and was part of the advance team planning for Wal-Mart entry into India. He has assessed internal controls throughout the Americas. He is a demonstrated leader with a proven ability to develop and implement strategies that support tangible financial objectives in the international arena. His work and life experiences bring a rounded global perspective. He is a member of the Financial Planners Association and a NASD Registered Representative. Chad holds a Bachelor of Arts in Business and Economics with Emphasis in Accounting from Hendrix College.
 
 
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