Profile

Geoff Soper’s wealth management career has spanned more than 35 years and generations of extended families. He continues to garner respect from the industry and a largely referred clientele residing on both coasts.

Geoff and his team cater to the specialized needs of a select circle of clients – founders and leaders at technology and life sciences companies, successful business owners and their employees, as well as corporate entities. Though well-educated and financially astute, most clients lack the time or desire to manage their wealth, given their various responsibilities and busy schedules.   

“We listen closely to clients and take time to gain a deep understanding of their goals and what they deem most important,” Geoff explains. “We provide guidance and financial strategies that take them from where they are, to where they want to go – while at the same time, streamlining their financial tasks. Put simply, clients’ goals become ours.”

A majority of The Soper Team’s clients are highly accomplished and want more time to focus on the people and passions in their lives. They recognize that effective wealth planning demands multiple disciplines and skillsets.

“Our ‘total wealth management’ approach addresses each corner of a client’s financial picture, from goals-based planning including retirement, investment and tax-minimization strategies, private banking, and lending solutions.  We strive to have a meaningful and lasting impact on the lives of our clients, and their families.” Geoff points out.

Having managed clients’ money and emotions amid the volatility of 1987, 2000, 2008, 2020 and 2022, Geoff is proud that virtually all those clients remain with him today. He believes that’s due in large part to his ability to mitigate investment risk and help clients remain disciplined in following a strategy they understand.

When it comes to investments, The Soper Team strives for out-sized returns while always taking into consideration each client’s comfort with risk, investment timeline, goals and liquidity needs. Drawing upon the intellectual capital of the firm’s Chief Investment Office and award-winning analysts – in addition to input from external sources – the team customizes each client’s portfolio with what may include Merrill model portfolios, ETFs and index funds (for low cost), as well as equities, bonds and alternative investments*managed internally or by external best-in-class providers.

Like their clients, Geoff and his team hail from several generations, allowing them to relate well to clients’ situations and passions. The team also adheres to a common purpose – to deliver exceptional advice and guidance responsively and in the most respectful manner.

Geoff’s team includes Wealth Planner, Michaela Curry, who focuses on creating custom plans for clients and prospects, accounting for their distinct goals and circumstances. 

Geoff joined Merrill in 1985 and is committed to a life of learning and service. He holds the Chartered Financial Analyst®, CFA® designation, as well as the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards, Inc. He also holds a place in his heart for serving his community. He is President of the Board of Directors of Youth Enrichment Services (YES), a Boston-based non-profit whose mission is to inspire youth through outdoor experiences and leadership opportunities that build confidence and prepare them to summit life’s challenges.

Geoff earned a Bachelor’s degree in Economics and Business Administration from Ursinus College in Pennsylvania. An Eagle Scout, Geoff is an avid skier and racket sports player, He and his wife, Genny, reside in Winchester with their three children.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Global Wealth & Investment Management (GWIM) is a division of Bank of America Corporation. The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for GWIM clients, is part of the Investment Solutions Group (ISG) of GWIM.
*BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.
*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.