Bringing Confidence to Your Investment Planning

For over 25 years, George has focused on meeting the unique financial needs of his clients. His focus has always been on analyzing each client’s unique situation, and providing personalized strategies to assist clients in reaching their goals while addressing all of their financial concerns. He provides sound, unbiased advice and is known for his genuine concern for clients-a strong asset in a business that requires a critical equilibrium of initiative and discipline. Integrity and a strong emphasis on client service are vital to George’s business. George, and his team, work closely with his clients’ other trusted advisors, including their attorneys, accountants, business managers and agents, to help ensure a cohesive, comprehensive approach. As George states in regards to clients, “We don’t just hear them; we listen to them, to what keeps them up at night.” 

 

George began his career at Morgan Stanley Dean Witter in 1997 after receiving a B.F.A. in 1996 from Syracuse University. He rose quickly through the ranks while building a successful practice. In 2006, George completed his Accredited Investment Fiduciary (AIF®) designation through the Center for Fiduciary Studies in association with the University of Pittsburg Joseph M. Katz Graduate School of Business.  In 2012, George earned the Chartered Retirement Planning Counselor (CRPC®) designation, from the College for Financial Planning. Also, in 2012, George completed training in Long Term Care.

 

George has been recognized as a Financial Advisor, in various publications, namely: Forbes (Forbes Best in State Wealth Advisors in 2022). George appeared locally on CBS3 News several times to discuss, "Planning for Income Beyond the Paycheck". George is known for a high standard of knowledge and professionalism.

 

Source: Forbes.com. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

 

[AZ, CA, CO, DC, DE, FL, IL, IN, KS, MA, NC, NJ, NV, OH, OR, PA, RI, SC, TN, VA, VT]. CA Insurance Producer License Number-OG55680. Resident State NJ.

Harilaos Stefanou

Client Associate

Harry has more than 20 years of experience in client services, marketing, business development, and public relations. Through running his own business, he has developed advanced customer service and organizational skills. Harry enjoys interacting with and assisting people. He has a natural ability to communicate well with others. Harry performs client services and marketing operations for The Ernst Group of Wells Fargo Advisors. He is a graduate of Penn State University.

Donna Dickinson

Senior Brokerage Client Assistant - Registered

 
Donna has been working in the financial services industry for over thirty years. She serves as a Senior Client Associate on the Ernst Group of Wells Fargo Advisors. She is responsible for the day to day administrative and operational tasks. Donna holds the Series 7, Series 66, and Series 63 registrations. Our clients recognize Donna's commitment to a high level of service and they enjoy interacting with her because of her charm, skills, and experience.

 


Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social.  This information is intended for use only by residents of

[AZ, CO, DC, FL, GA, IL, IN, KS, MA, NC, NJ, NY, OH, OR, PA, PR, RI, SC, TN, VA, VT].