Along with providing clients with comprehensive financial planning guidance, George focuses on educating clients about annuities and income management. He was the president of R.C. Towne, a NYSE investment firm, before joining Merrill Lynch in 2004. Raymond James was pleased to welcome him to the firm in 2014.
Considered the nation’s premier retirement planning credential, George has completed The Chartered Retirement Planning Counselor℠ program of the College for Financial Planning™ to achieve the CRPC® designation. To earn it, George had to demonstrate in-depth knowledge of the needs individuals face both before and after retirement. It’s knowledge that serves him well in helping clients plan for the future.
A native of Pennsylvania, George and his wife, Vikki, live in Moon Township. Outside the office, George enjoys golf, skeet shooting, wood carving, hunting, boating and fishing.
Raymond James is not affiliated with any of the organizations listed above. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Be sure to contact a qualified professional regarding your particular situation before making any investment or withdrawal decision.