Craig Duvarney

Andrew Orsini is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has 35 years of experience in the financial services industry, focusing on serving families and business owners across various wealth and life stages. Andrew is a qualified Portfolio Manager who provides traditional financial advice as well as personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. Andrew earned a bachelor's degree in Finance and Accounting from the University of Dayton in 1982 and holds the designation of Personal Investment Advisor (PIA). He leads a team dedicated to clients in the New England region and emphasizes putting client interests first, following the philosophy of Merrill Lynch's founder, Charles E. Merrill. Beyond his professional role, Andrew is actively involved in his community. He participates in several organizations, including the Mount Washington Valley Chamber of Commerce, Mount Washington Valley Economic Council, Conway Area Humane Society, Technology Village Realty Management, The Memorial Hospital, and Mount Washington Valley Healthcare. His commitment to community service and volunteer work reflects his dedication to the region and its residents.

Geoffrey Soper is a Wealth Management Advisor with Merrill Lynch Wealth Management who has been serving clients since 1985. His career spans over 35 years, during which he has worked with multiple generations of extended families and a largely referred clientele on both coasts. Geoff and his team specialize in addressing the complex needs of founders and leaders in technology and life sciences companies, successful business owners and their employees, as well as corporate entities. Their comprehensive approach to wealth management includes financial planning, portfolio management, tax minimization, and access to banking and lending solutions from Bank of America. Geoff holds the Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. He earned a Bachelor's degree in Economics and Business Administration from Ursinus College in Pennsylvania. As an Eagle Scout and avid skier and tennis player, Geoff balances his professional commitments with personal interests and community involvement. He serves as President of the Board of Directors of Youth Enrichment Services (YES), a Boston-based non-profit organization focused on inspiring youth through outdoor experiences and leadership development. Geoff resides in Winchester, Massachusetts with his wife and three children.