Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Geoffrey L. Fiszel, ChFC®
Vice President - Senior Financial Advisor
Geoffrey has been in the financial services industry since 1992 and joined Merrill Lynch in 2008. He develops tax-aware investment strategies for high-net worth individuals, their families, trusts, foundations and businesses. Geoffrey uses strategic and tactical asset allocation strategies to diversify low-cost concentrated equity positions. He holds FINRA Series 7, 24, 63, 65 and 31 registrations and Life, Accident & Health Insurance Licenses.
Geoffrey's wealth management style is consultative and objective. He draws upon his background and experience in the retail, transportation, manufacturing, insurance, real estate, and financial services industries and from an independent consulting practice. As a consultant, Geoffrey provided strategic and tactical advice to firms in different industries, including Fortune 100 firms, and provided litigation support services in high-profile cases. This experience qualifies Geoffrey to work effectively with client's attorneys, accountants and other advisors.
Geoffrey is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own or personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
Geoffrey holds a B.S., Management with a Concentration in Operations Research from New York University. He earned a M.S., Professional Accounting with a Concentration in Taxation from the University of Hartford.
ChFC® and Chartered Financial Consultant are the property of The American College, which reserves the sole rights to its use, and is used by permission.
|Geoffrey focuses on working with clients and their tax, accounting and estate planning advisors to assist clients in realizing their life, insurance, retirement and estate planning goals and objectives.
Geoffrey is a former member of the United States Marine Corps. He served four years with the USMC.
Geoffrey is a published author.
Geoffrey and his family are long time residents of Glastonbury and South Glastonbury, CT.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Bayonne High, Bayonne, NJ
New York University
University of Hartford
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.