I’ve had the privilege of working with clients at Merrill for the past 29 years. Although I graduated with a degree in Economics from Boston University, even taking graduate level classes as a freshman, I’ve come to realize that I should have added some psychology to the mix given my passion for working with others. This career has given me a purpose and passion that has fulfilled me much more than I could have ever imagined. On our team, I work predominately with families that often span three and four generations. Having these intimate relationships has given me an unexpected benefit over the years: the ability to share stories and decisions with people today so they be more informed and guided by the examples of others. I work hard to make an impact on others around me by bringing perspective and experience.

Writing profiles like this is very uncomfortable for me because I have focused my life on “living my eulogy, not my resume.” My resume is more self-promoting: where I work, where I live, how much I have, how much I can benefit you so you will want to hire me. My eulogy is more purpose-filled. At the end of the day, I want to leave a lasting impression and positive impact on those around me: our clients, our team, my family, and my friends. This drives me to work even harder now than it did when I first started.

I have been fortunate to be recognized by Forbes, Barron’s, and other third-party publications, and I am a frequent speaker at the local and national level on topics of financial planning. For me, it is the individual relationships cultivated over years that means the most. I wish everyone else could have such a gratifying occupation.

Outside of work, I cherish my role as a husband to my loving wife Mary Alice and a proud father of our three adult children John, Wesley, and Brittney. I am also a dog owner and have learned a lot of valuable lessons about unconditional love and companionship from our four-legged babies. My hobbies include golf, skiing, bike riding, hunting, and fishing…. I don’t like to sit still for long.

Who Am I? I am a husband, father, and son which means we probably share some of the same concerns about the financial picture of life: how to plan for retirement, educate kids, help take care of mom and dad, and leave a socially responsible impact in this world.

Life doesn't always give you a 'mulligan' or a 'do-over,’ so it’s vital for me that my clients get these and other life priorities addressed. As part of a wonderful team here at Merrill Lynch Wealth Management, I assist individuals, families, and organizations identify their priorities, set the strategy to address them, and manage their investment capital to attain their goals.

Personally, I believe in volunteering as a coach for youth sports and giving time back to local organizations that need business help and guidance. I was fortunate to graduate Lehigh University in 1995, and shortly after got married to my wife, Brooks and now we have two kids, Paige and Sean, who keep us laughing, running around, and sometimes crying tears of joy!

George has spent his entire career with Merrill, joining the firm in 2005 after earning a bachelor's degree in economics from Brown University. George is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He helps clients plan and manage all aspects of their finances with a focus on retirement and legacy planning services as well as tax minimization and wealth transfer strategies.

Above all, George views his relationships with his clients as that of a trusted advisor. His goal with every client is to help provide peace of mind when it comes to their finances so that they can focus on aspects of their lives that are important to them. He strives to build meaningful relationships with every client and believes this only occurs when both words and actions are completely aligned.

George and his wife, Elizabeth, live in Alexandria, VA, and have three children, Ann Douglas, Martha, and George, along with their dog, Tilly. In his free time he enjoys skiing, time on the golf course, working out, and coaching his children, who play golf, tennis, lacrosse, and soccer.