Private Wealth Management

Montague "Cosmo" Boyd, CFP®

Managing Director

Direct: (404) 461-5158

Philosophy & Approach

Cosmo has over 40 years of experience working with clients to help them understand their financial needs and working with them to meet those needs. "No two clients are the same. It’s important to develop a dialogue so that I can fully understand the type of investor my client is and how he or she thinks about planning,” says Cosmo. ”Ultimately, I want my clients, through my assistance and guidance, to achieve a state of financial well-being and peace of mind. My clients are my friends. A sustainable, multigenerational financial legacy is important to them and my intention is to help them do this without worry.”

Jana Burke and Sheila Whitten, registered sales assistants, work with Cosmo and seek to offer the highest level of service for all clients.

Experience & Education

After graduating from The University of the South in Sewanee, Tennessee, with a Bachelor of Arts in English, Cosmo began his career with The Robinson-Humphrey Co., ultimately a part of Morgan Stanley.  He moved on to UBS Financial Services Inc. where he served as a financial advisor and Senior Vice President. He joined Stephens Private Client Group in 2014.

Additionally, he has been a Certified Financial PlannerTM (CFP®) for over 30 years. The certification from the CFP® board includes insurance planning and risk management, employee benefits planning, investment planning, retirement planning, and estate planning.

Cosmo has received the Stephens Leadership Circle award every year since he joined the firm in recognition for excellence in wealth management.


A native of Atlanta, Cosmo has been active in the community throughout his life. He has volunteered with his church, the state voter commission, and the American Cancer Society. He is also a Regent of the University of the South, a member of the Board of Directors of the Atlanta Opera, and a member of the Board of Trustees of the Center for the Visually Impaired.

Cosmo and his wife, Laura, have three children, Thiot, Bunny, and Emily, and three grandchildren. He enjoys spending time with his family, traveling, genealogy, and technology.

You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website:

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