George leads our investment management, economic analysis, and long-range business planning activities. Rigorous analysis allows George to help monitor client portfolios with investment strategies customized to needs and circumstances.
George brings over 10 years of professional investment experience. A CERTIFIED FINANCIAL PLANNER™ professional, he is committed to delivering excellent and thoughtful service. George’s dedication earned him Forbes magazine’s #1 Next Generation Wealth Advisor in the state of Louisiana in 2018*.
George is a graduate of Tulane University with a degree in political philosophy and economics. He is deeply involved in serving his community as an active supporter and financial benefactor of local organizations including the Emerging Philanthropists of New Orleans and Propeller Social Entrepreneurship Incubator. Additionally, George sits on the board of directors for NORLI and the YMCA of Greater New Orleans. He spends his free time playing golf and tennis, and enjoying local food, music and festivals in the Greater New Orleans area.
* Data provided by SHOOKTM Research, LLC as of 3/31/2018.
SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 5,832 advisors considered, 1000 made the final list in 2018.
For more information see www.SHOOKresearch.com.
1Minimum account sizes are general since it can vary depending on a range of circumstances. 2Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. 3Minimum account sizes are general since it can vary depending on a range of circumstances.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.