Cam Waters is the newest addition to the BoliColi team with a background in wealth management at Wells Fargo Advisors. In his previous position, Cam worked alongside advisors assisting high net-worth individuals, corporations, and tax-exempt entities in pursuing their complex financial goals. At BoliColi, Cam collaborates with the team on client proposals, annual reviews, and is improving our client service model.
Cam is a graduate of the Manning School of Business at the University of Massachusetts Lowell, with a double concentration in Finance and Marketing. He holds FINRA Series 7 and Series 66 securities registrations, MA life/health insurance licenses, and a Chartered Retirement Plans Specialist™ designation. Outside of work, Cam is usually skiing, golfing, playing soccer, or trying out a new restaurant.
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