Geoffrey L. Fiszel
Vice President - Senior Financial Advisor
Portfolio Manager, Merrill Lynch Personal Investment AdvisorySM (PIA) Program
Geoffrey has been in the financial services industry since 1992 and joined Merrill Lynch in 2008. He develops tax-aware investment strategies for high-net worth individuals, their families, trusts, foundations and their businesses. Geoffrey employs strategic and tactical asset allocation strategies for the diversification of low-cost concentrated equity positions. He is FINRA Series 7, 24, 63, 65 and 31 registered and Life, Accident & Health Insurance Licensed.
Geoffrey's approach to wealth management is consultative and objective. He draws upon his background and experience in the retail, transportation, manufacturing, insurance, real estate, and financial services industries and from an independent consulting practice. As a consultant, Geoffrey provided strategic and tactical advice to a variety of firms in different industries, including Fortune 100 firms, and provided litigation support services in high-profile cases. This experience qualifies Geoffrey to work effectively with client's attorneys, accountants and other advisors.
As a part of the Merrill Lynch Personal Investment AdvisorySM (PIA) Program, Geoffrey has the flexibility to move quickly to make thoughtful changes to a client's portfolio under this discretionary account management relationship.
Geoffrey holds a B.S., Management with a Concentration in Operations Research from New York University. He earned a M.S., Professional Accounting with a Concentration in Taxation from the University of Hartford.
Sharon L. Fiszel-Harris, Geoffrey's daughter, and Geoffrey have worked together since she earned her Series 7 and was licensed as a General Securities Registered Representative in 1992. Sharon holds a B.A., Philosophy with a Minor in Economics from Boston University. Sharon is FINRA Series 7, 63, 66 and 31 registered.
Merrill Lynch and its Financial Advisors do not provide tax advice. Individuals should consult their personal tax advisor before making any tax-related decisions and consult their personal tax advisor or attorney for tax and legal advice involving estate planning and personal or other trusts and corporate matters.
Geoffrey is a former member of the United States Marine Corps. He served four years with the USMC.
Both Geoffrey and Sharon and their families are long time residents of Glastonbury and South Glastonbury, CT.