Geoff Judge

Wealth Manager Assistant


Geoff Judge has amassed over 14 years of experience in the financial services industry. Throughout his career, Geoff has gathered valuable knowledge and experience as a fully licensed registered representative who prides himself on continuous education of the financial landscape.

Geoff has a penchant for developing client solutions by collaborating with various in-house specialists to provide comprehensive strategies addressing investments, insurance, tax, cash flow, retirement and estate planning needs. Geoff also has a business background and excels at crafting business plans for small to medium startups.

Geoff is LLQP licensed, which allows him to recommend and implement group planning solutions while maintaining a well-rounded and focused individual approach for employees.

Geoff’s dedication to the financial services industry is only surpassed by his devotion to his family. Away from the office, Geoff enjoys such hobbies as travelling, mechanics and volunteering as a youth basketball coach