Geoff Ziegler, AAMSTM Financial Advisor

Geoff Ziegler is a Financial Advisor with Raymond James. While focusing his business on his clients’ individual financial objectives, Geoff knows the most successful wealth management strategies have to look at the big picture. Geoff currently holds the SIE, 7, and 66 securities licenses, is insurance licensed and holds the AAMS™ designation.

He believes that to help his clients requires him to have a clear understanding of what is important to them. Together they put together a personalized strategy with actionable items to help the client reach their goals. They continue to work together over the course of each other’s lifetime to review, adjust, and strive towards their goals.

Geoff has experience working with clients who have a variety of complex needs such as retirement planning, wealth transfer, insurance and long term care solutions, as well as many others. Geoff believes that a proper strategy to help client’s reach their goals requires proper diversification throughout the entire portfolio that is designed to help mitigate market loses. He also believes that clients should be well-positioned against those unknowns in their lives.

Prior to joining Raymond James, Geoff helped his clients as a financial advisor with Edward Jones in Hamilton, Ohio. Geoff has a Bachelor’s and Master’s degree from the University of Cincinnati.

Geoff currently lives in Green Township with his wife, Meghan. They are the proud parents of two girls, Ellie and Addie. Geoff is actively involved with his community in the Chamber of Commerce in Hamilton, as well as a member of the Knights of Columbus.

Investing involves risk and investors may incur a profit or a loss regardless of strategies selected. Diversification and asset allocation do not ensure a profit or protect against a loss.