Geoffrey Erwin Email & Phone Number
Wealth Advisor Managing Director @ BakerAvenue Wealth Management
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Geoffrey Erwin Location
- Dallas, TX, US
Geoffrey Erwin Work
- 2025 -now Wealth Advisor Managing Director @
- 2022 -now Wealth Advisor, Director @
- 2015 -2022 Financial Consultant @
- 2009 -2015 Branch Planning Consultant @
- 2006 -2009 Portfolio Advisory Service @
- 2001 -2006 Las Colinas Investor Center @
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.
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