Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The Soper Group understands that every client is unique with specific goals regarding their wealth management. We are focused on providing a personalized approach to helping clients reach their goals. The Soper Group has a saying, “All our work is custom.” It is what helps set us apart from other financial services practices. We understand that in today’s world growing and preserving one’s wealth, generating income from wealth and planning for the future are key components to total wealth management.
The clients we work with are successful people. They’ve accumulated their wealth in various ways and want varied amounts of control over their investment strategies. These clients are well educated, executives and business leaders who appreciate the level of knowledge and experience that the Soper Group brings. Geoff holds both the Chartered Financial Analyst® (CFA®) designation as well as the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc.
Geoff is an Eagle Scout. He joined Merrill Lynch Wealth Management in 1985 after graduating from Ursinus College, Collegeville Pennsylvania where he earned a Bachelor of Arts degree in Economics and Business Administration. Geoff is an avid skier and tennis player. He is President of the Board of Directors of Youth Enrichment Services "YES" in Boston and resides in Winchester with his wife, Genny and three children.
Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Our experts examine the forces that are changing the world – and how they may impact your life
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.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.
Getting to know you is our primary goal.
We will work to help you stay on track, regardless of what the markets are doing.