Geoffrey Soper
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Waterville Valley, NH
Credentials
Series 63, Series 65
Industry experience
40 years
About
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.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Private / alternative investments
Tax-loss harvesting
Retirement income strategy
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Technology Professional
Financial Professional
Work history
Bank of America,N.A.
2011 - Present (15 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
1985 - Present (41 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
David E
Series 63, Series 65
Center Sandwich, NH
Engels Investment Advisors, LLC
Deborah D
CFP®, Series 63, Series 65
Bartlett, NH
Saco River Financial Planning
Craig D
CFP®, Series 63
Bartlett, NH
Craig Duvarney, Cfp
Dolores K
CFP®, Series 66
Waterville Valley, NH
B. Riley Wealth Advisors, Inc.
Callum M
Series 63, Series 65
Waterville Valley, NH
Moors & Cabot, Inc.
Kimberly D
CFP®, Series 63, Series 66
Thornton, NH
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