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Winfield G

Series 63, Series 66

Cincinnati, OH

Souders Financial Advisors, LLC

Winfield Geiger is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, holding Series 63 and Series 66 licenses with 23 years of industry experience. His prior roles include positions at Bonaventura Wealth Advisors, Cornerstone Retirement Advisors, Raymond James Financial Services, KeyBank, and Deutsche Bank Securities. Souders Financial Advisors is a multi-advisor firm serving individuals, trusts, pension plans, and foundations with wealth management, financial planning, and retirement income services. The firm uses a financial plan-driven investment process that emphasizes diversification, quality investments, and income generation, combining team-based perspectives with both long- and short-term trading strategies.

Retirement income strategy General retirement planning Life insurance needs analysis Long-term care insurance College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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