George Hoos is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and having 32 years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James, and GLUH Investment of Sarasota LLP. He is also the owner of Cavalier Asset Management LLC.
Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets using customized, long-term portfolio strategies.