Geoffrey Erwin Email & Phone Number
Wealth Advisor Managing Director @ BakerAvenue Wealth Management
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Geoffrey Erwin Location
- Dallas, TX, US
Geoffrey Erwin Work
- Wealth Advisor Managing Director @ (December 2025 - Present)
- Wealth Advisor, Director @ (January 2022 - Present)
- Financial Consultant @ (May 2015 - February 2022)
- Branch Planning Consultant @ (March 2009 - May 2015)
- Portfolio Advisory Service @ (June 2006 - February 2009)
- Las Colinas Investor Center @ (February 2001 - May 2006)
Geoffrey Erwin Education
- Eastern New Mexico University
Bachelor of Science (Broadcast Production)
1992-1996 - Redlands Junior College 1992-1993
Geoffrey Erwin Skills
- Annuities
- internal wholesaling
- Financial Planning
- Financial Advisory
- Mutual Funds
- Portfolio Management
- Project Planning
- Retirement Planning
- Sales
- Series 7
- Strategic Financial Planning
- Strategy
- Wealth Management
- Financial Reporting
- Strategic Financial
- Public Speaking
- Training
- Strategic Planning
Geoffrey Erwin Summary
- Geoffrey Erwin, based in Dallas, TX, US, is currently a Wealth Advisor Managing Director at BakerAvenue Wealth Management. Geoffrey Erwin brings experience from previous roles at BakerAvenue Wealth Management and Fidelity Investments. Geoffrey Erwin holds a 1992 - 1996 Bachelor of Science in Broadcast Production @ Eastern New Mexico University. With a robust skill set that includes Annuities, internal wholesaling, Financial Planning, Financial Advisory, Mutual Funds and more. Geoffrey Erwin has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Geoffrey Erwin?
Find contact details for 700 million professionals.
Others Named Geoffrey Erwin
Geoffrey Erwin
Wealth Advisor Managing Director
Dallas, TX, US
Jeff Erwin
Market Manager and VP
Green Bay, WI, US
Jeff Erwin
Chief Operations Officer
Salt Lake City, UT, US
Geoffrey Erwin
Facilities Manager
Hazel Park, MI, US
Jeff Erwin
Director Operational Excellence and Quality
Dayton, OH, US
Jeff Erwin
VP, Manufacturing and Quality
Tipp City, OH, US
Jeff Erwin
Executive Vice President-Revenue Integrity
Little Rock, AR, US
Jeff Erwin
Project Manager
Portland, OR, US
Geoff Erwin
President
United States
Top BakerAvenue Wealth Management Employees
Scott Stephens
Managing Partner and Director
Southlake, TX, US
Joshua Young
Wealth Advisor, Managing Director
Sun Valley, ID, US
Geoffrey Erwin
Wealth Advisor Managing Director
Dallas, TX, US
Jonathan Bernstein
Wealth Advisory, Managing Director
Texas, United States
Doug Couden
Chief Investment Officer
San Francisco, CA, US
Jerry Luff
Partner, COO
San Juan Capistrano, CA, US
Nick McInnis
Investment Management, Director
San Francisco, CA, US
Hannah Kim
Wealth Advisory Manager
San Francisco, CA, US
Michael Dunn
Wealth Solutions Managing Director
San Clemente, CA, US
Matthew Munro
Wealth Advisor, Managing Director
New York, NY, US
Sheila Rabaut
Director
San Francisco, CA, US
James Hong
Investment Management, Director
California, United States
Michael Tideman
Wealth Advisor, Managing Director
San Francisco, CA, US
Andrew Thompson
Finance Director
Novato, CA, US
Austin Roesler
Senior Wealth Advisory Manager
Dallas, TX, US
Simon Mayali
Director of Estate Planning
San Francisco, CA, US
Simon Baker
Chief Executive Officer
San Francisco, CA, US
Kris Krauszer
Wealth Advisor, Director
Lake Mary, FL, US
Tracy Salvador
Partner, Operations
San Francisco, CA, US
Mike Moran
Chief Compliance Officer
California, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co