Geoff joined Adviser in 2011. As a wealth advisor, Geoff works closely with clients to coordinate a variety of services and meet their financial planning needs. Geoff graduated from Plymouth State University, obtaining a B.S. in marketing. Prior to joining Adviser, Geoff worked at Fidelity Investments, where he specialized in nonprofit retirement accounts. Geoff and his family live in Boston.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.