Geoffrey Erwin Email & Phone Number
Wealth Advisor Managing Director @ BakerAvenue Wealth Management
Geoffrey Erwin Location
Dallas, TX, US
Geoffrey Erwin Work
- 2025 - now Wealth Advisor Managing Director @ BakerAvenue Wealth Management
- 2022 - now Wealth Advisor, Director @ BakerAvenue Wealth Management
- 2015 - 2022 Financial Consultant @ Fidelity Investments
- 2009 - 2015 Branch Planning Consultant @ Fidelity Investments
- 2006 - 2009 Portfolio Advisory Service @ Fidelity Investments
- 2001 - 2006 Las Colinas Investor Center @ Fidelity Investments
Geoffrey Erwin Education
- Eastern New Mexico University
Bachelor of Science (Broadcast Production)
1992 - 1996 - Redlands Junior College1992 - 1993
Geoffrey Erwin Skills
- Annuities
- internal wholesaling
- Financial Planning
- Financial Advisory
- Mutual Funds
- Portfolio Management
- Project Planning
- Retirement Planning
- Sales
- Series 7
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 2 mobile phone numbers on RocketReach.
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Top BakerAvenue Wealth Management Employees
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Simon Baker
Chief Executive Officer at BakerAvenue Wealth Management
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14
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James Hong
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Tax Planner, Director at BakerAvenue Wealth Management
Vacaville, CA, US1
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