Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Geoffrey L. Fiszel, ChFC®
Vice President - Wealth Management Advisor
Geoffrey has been in the financial services industry since 1992 and joined Merrill Lynch Wealth Management 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 Wealth Management 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 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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.