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Boulay Financial Advisors Employee Directory

Financial ServicesMinnesota, United States0-1 Employees

Boulay Financial Advisors is a financial services firm based in Edina, Minnesota. The firm operates as a small practice. In June 2026, it publicly announced several partner appointments. Erik Allen was named managing partner after Tom Johnson retired, and additional partners named that month include Monica Sullivan, Anna Struck, Matthew Delaney, and Chad Carlson.

The announcements reflect leadership transitions within Boulay's Minnesota-based organization. The available information does not include a founding date.

Find Boulay Financial Advisors employees' phone numbers or email addresses

Boulay Financial Advisors Global Highlights

Location
Employees

North America
30

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  • United States Of America
    30

Boulay Financial Advisors's Leadership

  • Stylized image of a person
    M. T.
    Director Of Office Operations
  • Stylized image of a person
    C. C.
    Manager Wealth Management
  • Stylized image of a person
    A. B.
    Audit Senior
  • Stylized image of a person
    M. N.
    Consultant
  • Stylized image of a person
    M. L.
    Administrative
  • Stylized image of a person
    D. V. S.
  • Stylized image of a person
    J. F.
  • Stylized image of a person
    M. J.

Contact profiles from Boulay Financial Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. T.
    Director Of Office Operations
    Oct 23, 2024
  • Stylized image of a person
    C. C.
    Manager Wealth Management
    Jul 08, 2024
  • Stylized image of a person
    A. B.
    Audit Senior
    Oct 23, 2024
  • Stylized image of a person
    M. N.
    Consultant
    Oct 23, 2024
  • Stylized image of a person
    M. L.
    Administrative
    Oct 22, 2024
  • Stylized image of a person
    D. V. S.
    Jul 13, 2023
  • Stylized image of a person
    J. F.
    Jul 13, 2023
  • Stylized image of a person
    M. J.
    Jul 12, 2023

Frequently Asked Questions

What is Boulay Financial Advisors known for?

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Boulay Financial Advisors operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Boulay Financial Advisors's company overview page for more information.

What is Boulay Financial Advisors's most common email format?

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Boulay Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Boulay Financial Advisors email formats with LeadIQ.

How many employees does Boulay Financial Advisors have currently?

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Boulay Financial Advisors has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Boulay Financial Advisors's key employees and leadership?

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As of July 2026, Boulay Financial Advisors's key employees include:

  • Director Of Office Operations: M. T.
  • Manager Wealth Management: C. C.
  • Audit Senior: A. B.
  • Consultant: M. N.
  • Administrative: M. L.

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