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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
First Vice President–Wealth Management
Financial Advisor
With 30 years of continuous investment experience at leading Wall Street firms, Geoffrey has maintained his clientele throughout bear and bull markets alike. As the team technician and Senior Portfolio Manager, he advocates respect for relative valuations, sentiment and market cycles.
Geoffrey graduated from the Georgia Institute of Technology in 1991 with a B.S. in Economics and minors in History and Finance. He was selected to study International Banking and Finance at The London School of Economics. In early 1992, he joined Merrill Lynch, where he worked for 17 years advising clients on investments, culminating as Vice President, Senior Financial Advisor. As a committed student of investment markets, Geoffrey recognized that the best way to serve his clients would be to join a leading international wealth management firm with strong research and service platforms; he joined UBS as a Vice President - Investments in 2008
Geoffrey is a Chartered Retirement Planning Counselor (CRPC), and has particular knowledge in retirement planning strategies and laws.
Geoffrey and his wife, Susan, live in Vienna, Virginia and have 3 grown children.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
With 30 years of continuous investment experience at leading Wall Street firms, Geoffrey has maintained his clientele throughout bear and bull markets alike. As the team technician and Senior Portfolio Manager, he advocates respect for relative valuations, sentiment and market cycles.
Geoffrey graduated from the Georgia Institute of Technology in 1991 with a B.S. in Economics and minors in History and Finance. He was selected to study International Banking and Finance at The London School of Economics. In early 1992, he joined Merrill Lynch, where he worked for 17 years advising clients on investments, culminating as Vice President, Senior Financial Advisor. As a committed student of investment markets, Geoffrey recognized that the best way to serve his clients would be to join a leading international wealth management firm with strong research and service platforms; he joined UBS as a Vice President - Investments in 2008
Geoffrey is a Chartered Retirement Planning Counselor (CRPC), and has particular knowledge in retirement planning strategies and laws.
Geoffrey and his wife, Susan, live in Vienna, Virginia and have 3 grown children.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
