Waterville Valley, NH Office

Geoffrey Soper is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1985. He specializes in catering to the financial needs of a select group of clients including founders and leaders in technology and life sciences, successful business owners, their employees, and corporate entities. His approach focuses on understanding clients' objectives to provide tailored financial strategies that simplify their financial tasks. With over 35 years of experience, Geoff's expertise encompasses executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible investing, values-based and ESG investing, individual and corporate investment strategy, and tax minimization. He and his team aim to deliver total wealth management, addressing retirement planning, portfolio management, tax strategies, and access to banking and lending solutions. Geoff holds a Bachelor of Arts degree in Economics and Business Administration from Ursinus College. He is a Chartered Financial Analyst (CFA) charterholder and a CERTIFIED FINANCIAL PLANNER (CFP). In addition to his professional endeavors, Geoff serves as President of the Board of Directors for Youth Enrichment Services, a Boston-based non-profit focused on inspiring youth through outdoor experiences and leadership opportunities. He resides in Winchester, Massachusetts with his wife and three children and enjoys skiing and playing racket sports.