Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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.
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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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.