About

Bert Boksen's biography is a captivating account of a life marked by distinguished professional achievements and rich personal experiences. Born on March 27, 1948, in the bustling metropolis of New York City, his early years in this vibrant urban setting laid the foundation for a remarkable journey that would eventually lead him to the peaceful environs of Florida. This transition from the dynamic energy of New York to the calm of Florida is a fitting metaphor for his impressive career at Raymond James, spanning 44 years. Today, in the warmth of retirement, he is surrounded by the affection of his family, including three children and four grandchildren.

Retirement: Continuing Influence

In retirement, he remains a pivotal figure in the financial services industry. His expertise, particularly in small-cap stocks during his time at Raymond James, continues to resonate. His guidance and wisdom are still sought after, evidencing his enduring legacy.

Career Evolution: New York to Florida

His professional journey began in New York City, a global finance nexus. A decisive move to Florida in 1979 marked a significant shift in his career. His 44 years at Raymond James were characterized by significant achievements, particularly in his work with small-cap stocks, guiding numerous portfolios to success.

Educational Pursuits: A Solid Foundation

Bert's academic journey began at the City College of New York, known for its challenging curriculum. He continued to expand his knowledge at St. John's University, preparing himself thoroughly for a successful career in finance.

Philanthropy: Impact Beyond Finance

Beyond his professional accomplishments, his dedication to philanthropy stands out. He has been a notable benefactor of the Mayo Clinic, reflecting his commitment to healthcare improvement. His involvement in the United Way Tocqueville Club and his support for educational and historical institutions like St. John's University, the Academy of St. Petersburg, and the Holocaust Museum demonstrate his deep commitment to social betterment and historic preservation.

Personal Life: A Journey of Resilience and Passion

His personal life, interspersed with challenges such as a divorce and remarriage, is a testament to his resilience and capacity for love. His family has been a constant source of support and happiness. An avid tennis player, his enthusiasm for the sport mirrors his dynamic nature and competitive spirit. His interest in chess reflects the strategic thinking that was crucial in his professional life.


Bert Boksen's life story is an inspiring blend of professional dedication, personal strength, and commitment to societal welfare. From his beginnings in New York City to his significant role at Raymond James in Florida, his narrative is steadfast dedication, resilience, and benevolence. As he now relishes his retirement, his life continues to be a source of inspiration, marked by deep family ties and engaging hobbies, embodying the spirit of a well-lived and influential life.