DALTON BOATRIGHT CFA®

Family Partner & Portfolio Manager

As a Portfolio Manager at Legacy Trust, Dalton oversees daily trading activities, implements initial strategies, and ensures continuous portfolio monitoring. With prior roles as a junior partner and advisor at Lighthouse Financial Advisors on St. Simons Island, Georgia, and as a Portfolio Management Associate at Paragon Wealth Strategies in Jacksonville, Florida, Dalton possesses extensive expertise in crafting holistic financial plans. A University of Georgia graduate with a B.B.A in Finance, he holds the Chartered Financial Analyst® designation, showcasing his commitment to professional growth and excellence.

Fun Facts:

Favorite Sports Team: Georgia Bulldogs

What is your favorite hobby? “Gardening, the closest thing to farming that can be done on a quarter-acre lot!”

What is your favorite animal and why? “Giraffe, seeing one typically means I’m at the Jacksonville Zoo watching the wonder on my daughter’s face as she feeds one.”

What is your favorite childhood memory? “Riding around with my grandfather, “Papa”, on our family farm.”