Your life's goals

Wealth management to help you get there

My Value Commitment
I serve as a solutions provider for all aspects of my client's financial needs. What does this mean? I provide a unique combination of capital preservation and wealth creation strategies.

By managing the financial affairs for a select group of families and small business owners in the Northeast and Florida I become, in effect, their Chief Financial Officer committed to providing objective advice and guidance in nearly every aspect of their financial lives.

I believe there is tremendous value in spending time with my clients face-to-face. As such, my clients can expect to see me at regularly scheduled meetings on an ongoing basis.

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Geoffrey M. "Geoff" Mann

Senior Vice President–Wealth Management

Geoff has been providing wealth management solutions to high net worth clients since 1986, and with UBS since 2008. He manages the financial affairs of a select group of families and business owners in the Northeast and Florida. Geoff is committed to providing independent, objective advice and guidance. Spending time with clients face to face is a core belief of Geoff's business model. His clients have regularly scheduled meetings and the flexibility to have a need met at a moment's notice. Geoff and his wife have two grown children and two grandchildren.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • SC
  • TX
  • VA
  • VT

Education

  • BS (Economics), Ursinus College
  • MBA (Marketing), Rutgers University-Newark

Credentials

  • Wealth Advisor
2107 Route 34
Wall, NJ 07719
  • (732) 223-5692

Email Me

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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