To provide affluent individuals with advice that they can trust, thereby helping them to achieve their financial goals. We believe that advice should encompass comprehensive investment and wealth management strategies, yet be tailored to the clients' long-term goals and aligned with their life values.
We will strive to be your most valued provider of financial services and advice, to understand your financial needs and goals fully and to act as your personal Chief Financial Officer.
THE TEAM RATIONALE:
We have found that as our clients age, their financial needs become more, not less complex. The level of financial complexity gets to a point where it requires more than any single individual is capable of handling in terms of knowledge, expertise and capacity. In order to handle that incresed level of complexity we have formed a team of professionals, whose diverse talents and expertise give us the capability of addressing your financial needs over time.
The internal level of expertise supported by one of the most comprehensive financial services firm in the world, give us the ability to put together and execute a Comprehensive Wealth Management Plan to ensure that what needs to happen in the lives of our clients, does happen.
|Firm Start Year:||1850|
|No.of Employees:||More than 5000|
|Name of Broker/Dealer:||Wells Fargo Advisors|
|Name of Custodial Firm:||Wells Fargo Advisors|
|States Licensed in:||VA, MD, DC, all 50 states|
|Number of Years with Current Firm:||3|
4 years at Smith Barney, Operations|
6 years at Merrill Lynch, Assistant VP - Financial Advisor,
Professional Development Coordinator
8 years at Smith Barney, Senior VP - Financial Advisor
5 years at UBS, Senior VP - Wealth Management
|I work with the following types of clients:||Non-Profit Organizations , Individual Investors , Businesses|
|Investment Types:||Annuities , Insurance , Alternative Investments , Stocks , Mutual Funds , Bonds , Options & Futures , Commodities , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , FOREX & Currency , Socially Responsible Investments (SRI)|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Annuity , Variable Life , Life , Variable Annuity , Long Term Care|
|Non-Financial Organization Memberships:|
|Assets Managed by Firm:|
|Advisor's Number of Clients:||100|
|Advisor's Number of Managed Clients:||100|
|Advisor's Number of Planning Clients:||100|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a Fee-Based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$1,000,000|
|Compensation Methods:||Based on Assets|
|Bachelor of Arts - Economics||
George Mason University - Fairfax, VA
September 1987-June 1992
George is a Managing Director - Investments at Wells Fargo Advisors. His 25 years of experience in the wealth management and financial services industry have ranged from handling day to to day operations to developing and managing financial strategies for high net worth individuals, entrepreuners and companies.
George is a graduate of George Mason University with a B.A. in Economics. He is married and a father of three. He enjoys coaching youth soccer, baseball, basketball and flag football.
|DC||all 50 states|
|Mon.||7:00 AM - 7:00 PM|
|Tue.||7:00 AM - 7:00 PM|
|Wed.||7:00 AM - 7:00 PM|
|Thu.||7:00 AM - 7:00 PM|
|Fri.||7:00 AM - 7:00 PM|