Geoffrey W. Moore is an experienced financial advisor who, as of Dec 2025, manages nearly $360 million in client assets. Geoff began his career as an advisor in 1998 and now has well over 27 years’ worth of financial services experience. He attended Quinnipiac University in Hamden CT, where he received a Bachelor of Science in Finance and a minor in Computer Science in 1998. Geoff began his career in wealth management when he joined PaineWebber in Springfield MA. PaineWebber became UBS Financial Services in 2000 after it was acquired. Geoff joined Raymond James in 2009.

As First Vice President, Investments at Raymond James, he specializes in managing client investment portfolios on a discretionary basis. In addition to managing portfolios, he works with clients to create retirement and financial plans. Helping people pursue their financial goals is his greatest passion. He enjoys helping clients identify and articulate their goals, building and implementing customized financial plans based on those goals, then tracking and assessing plans based on the client’s needs.

Geoff was raised in Westfield, MA. Today, he and his wife, Kelly, live in Feeding Hills, MA. They have two sons, Austin and Bryan, and their two Vizslas Sadie and Maverick. Geoff enjoys watching both of his sons play lacrosse with his oldest son playing for Connecticut College and his younger son is going there to play next year.