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Geoffrey Cleveland
Financial Advisor, Portfolio Advisor
Geoffrey Cleveland is dedicated to helping clients achieve financial confidence by preserving and maximizing inter-generational wealth.
His focus lies in working closely with successful individuals, multi-generational families, executives, professionals, and business owners to design tailored wealth management plans aligned with clients' goals.
Geoffrey intentionally limits his client base to provide proactive and personalized advice, enriching their lives with timely recommendations.
He thrives in fee-based relationships with a long-term, disciplined investment approach suiting those who value advice and seek value-oriented strategies.
Geoffrey pursued his Bachelor's Degree at George Washington University and holds an impressive track record with reputable financial organizations like J.P. Morgan Securities, Wells Fargo Advisors, RBC Wealth Management, and Ferris, Baker Watts.
