Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Watch experts answer key questions to help you and your employees prepare for rising costs and game-changing innovations in our healthcare system.
I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
George holds the Chartered Retirement Planning Counselor (CRPC®) designation. He is also a Retirement Accredited Financial Advisor holding the Certified Plan Fiduciary Advisor (CPFA) designation for business plans such as 401(k)'s. He holds an insurance license for life policies, annuities and Long Term Care. He is well supported by a team of firm specialists in wealth and estate strategies, insurance, lending and home financing. George holds a B.Sc. in Physics and is a graduate of the University of Washington (M.Sc.). He did Ph.D. related work at the University of Wisconsin-Madison. He has formerly worked as a Senior Scientist in scientific research support of NASA, the Naval Research Lab and NOAA, in projects in the Earth and Planetary Sciences. George has been licensed in the financial services industry since 1998 and has been with Merrill since 2006. He lives in Washington DC, where he stays active in community and charitable work. He supports the National Gallery of Art ("The Circle"), the Little Flower Parish and School, Mater Dei School, Stone Ridge School and The Georgetown Preparatory School. He is a member of the University Club of Washington DC. George is a Senior Portfolio Advisor, who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.
In the nonprofit and corporate sector, George brings his professional knowledge together with a team of firm specialists in Philanthropy, Wealth Strategies, Insurance and Asset Management. His team approach utilizes Merrill’s open architecture of discipline-specific Money Managers for all asset classes - equities, fixed income and cash equivalents -, as well as Exchange-Traded and Mutual Funds, Insurance, Annuities and Alternative Investments*, including Hedge Funds.
George's team can successfully cover both the organization’s investment accounts and 401k/403b or other retirement accounts. The primary goal is a careful balance of safety and growth selected through full and frequent consultation with the client's finance committee, a thorough understanding of their investment policy and applying those principles to building a risk-managed investment platform.
Greek, French & Italian
IH Boys Highschool of Athens
University of Patras
University of Washington
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Employee Benefits Specialist
Bank of America, N.A.
Retail Sales Manager
Bank of America, N.A.
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 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.