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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Andrew Geller Profile Photo

    Andrew Geller

    Managing Director–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • KS
    • LA
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • TN
    • TX
    • VA
    • WA
    • WI
    • WY

    Andy has devoted over 40 years to building relationships with his clients in the securities industry. He has advised them in creating and managing their individual portfolios. Andy has been an advocate of educating his clients in building their assets, and mentoring his colleagues. Andy graduated from California State University in Los Angeles with a Bachelor's degree and a Master's degree. He emphasizes asset allocation and total portfolio management. Estate planning for his clients has left their families with a strong legacy.

     

    Andy holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0A75198.

    • California State University, Bachelor's Degree
    • California State University, Master's Degree
      1999 Avenue of the Stars
      36th Floor
      Los Angeles, CA 90067
    • Greg Geller Profile Photo

      Greg Michael Geller

      Senior Vice President–Wealth Management

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      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • HI
      • ID
      • IL
      • KS
      • LA
      • MA
      • MD
      • MI
      • MN
      • MO
      • NC
      • NE
      • NJ
      • NM
      • NV
      • NY
      • OK
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • WA
      • WI
      • WY

      Greg has worked with Andy for the past 25 years managing clients and building their wealth in the equity and fixed income markets. Greg is a very responsive and well-informed team member. He has worked in building very valuable portfolios for individuals addressing their educational and retirement needs. He is a co-manager with Andy. Greg plays a very important role and is an integral part of The Geller Group. He is one of the team's strengths.

      Greg holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0B69371.

            131 South Rodeo Drive
            Suite 300
            Beverly Hills, CA 90212
          • Julia Yokoyama Profile Photo

            Julia Yokoyama

            Senior Client Associate

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              Julia has worked with Andy in the financial markets for over 20 years. She is responsible for the administration of The Geller Group. Julia oversees all trading, reviews portfolios, and prepares marketing materials. Julia is a native Southern Californian. She graduated from the University of Southern California with a Bachelor of Arts degree in English. She became an English teacher for the Los Angeles Unified School District. Julia is fluent in Japanese and enjoys golf and traveling.

                • University of Southern California, B.A. English
                  1999 Avenue of the Stars
                  36th Floor
                  Los Angeles, CA 90067

                The Year Ahead - Sustainable Investing

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                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

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