Genevieve George is a CFP® and holds a Series 66 license with 10 years of industry experience. She is the principal of Pelican Financial Planning and Wealth, PLLC, an independent firm she joined in 2025. Prior to this, she worked at Hamilton Capital, Ballentine Partners, Purshe Kaplan Sterling Investments, and HBKS Wealth Advisors. Outside of her advisory role, she serves as Treasurer for Impact100 Martin, is a board member of the Wild Dolphin Project, and participates on the finance committee for the Martin County Healthy Start Coalition. Pelican Financial Planning and Wealth, PLLC provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and select pension or profit-sharing plan clients. The firm offers tailored investment advice and discretionary portfolio management across a range of asset classes, with portfolio decisions based on client objectives, risk tolerance, liquidity needs, and tax considerations. Pelican is affiliated with an accounting and tax preparation practice as well as a financial-education business, although clients are not required to use these affiliates.