Geoff, as an Investment Advisor Representative, seeks to help his clients envision and implement their personal and professional goals. Geoff brings over 35 years of experience in the insurance and financial services industries, assisting his clients in seeing their vision through while protecting what they have accomplished.
Prior to coming to Wealth Management Solutions, LLC, Geoff has worked as an Investment Advisor Representative with various firms. Geoff holds Series 6, 7 & 66 securities registrations and life, health and annuity insurance licenses as well as property-casualty licenses with multiple insurance companies. Geoff continues to be an Account Executive with Associated Insurance Agencies, Inc., located in Central Ohio. He joined that agency in 2010.
Geoff graduated from The Ohio State University with a degree in Communication and a minor in Economics.
Geoff's hobbies include officiating high school basketball, playing guitar and learning the banjo. He enjoys working on projects around the house and spending time with family and friends.
Geoffrey M. Burgess is a registered representative offering securities through Cetera Advisor Networks LLC, Member FINRA and SIPC. Investment Advisory and Financial planning services are offered through Vantage Financial Group. Neither Wealth Management Solutions nor Vantage Financial Group, Inc. are affiliated with Cetera Advisor Networks LLC.