Tell me more about George Seals, CFP®,CRPC®?
George Seals, CFP(r),CRPC(r), is a highly experienced financial advisor with over 23 years of work experience. He specializes in event planning, financial analysis, fundraising, investments, and asset management. Based in the United States, George has been a financial advisor with Merrill Lynch Wealth Management since June 2000. His main focus is on risk analysis and wealth preservation strategies for families and individuals in all stages of wealth. George's main focus is on managing liquidity events for holders of concentrated stock and owning privately held businesses. He holds certifications in CERTIFIED FINANCIAL PLANNERTM and CFP, and is the Certified Financial Planner Board of Standards, Inc.
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I have been a financial advisor with Merrill Lynch Wealth Management in the Washington, DC office since June of 2000. The core of my business is centered on risk analysis and wealth preservations strategies for families and individuals in all stages of wealth. One of my main focuses is on managing liquidity events for holders of concentrated stock and owners of privately held businesses. I hail from Martinsville, Virginia where I graduated from Magna Vista High School. After high school I attended the University of Virginia where I received both my bachelors and masters degree. I currently reside in Arlington, VA with my wife, Laura, and our two sons. Certified Financial Planner Board of Standards, Inc. Owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. *The College for Financial Planning Institutes Corp. Owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.
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Event Planning
Financial Analysis
Fundraising
Investments
Asset Management
Equities
Financial Modeling
Marketing
Leadership
Portfolio Management
Nonprofits
Public Speaking
Research
Securities
Series 7
Social Media
Valuation
Strategic Planning
John "Jack" C. Davis
Owner
Patrick Jarin
Business Owner | Financial Advisor
Robert Alton
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George Seals, CFP®,CRPC® works for Merrill Lynch
George Seals, CFP®,CRPC®'s role in Merrill Lynch is First Vice President | Wealth Management Advisor
George Seals, CFP®,CRPC® works in the industry of Financial Services
George Seals, CFP®,CRPC®'s colleagues are John "Jack" C. Davis,Patrick Jarin,Robert Alton
George Seals, CFP®,CRPC®'s latest job experience is First Vice President | Wealth Management Advisor at Merrill Lynch
George Seals, CFP®,CRPC®'s latest education in University of Virginia
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