Geoff Soper

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Geoff Soper’s wealth management career has spanned more than 35 years and generations of extended families. He continues to garner respect from the industry and a largely referred clientele residing on both coasts.

Geoff and his team cater to the specialized needs of a select circle of clients – founders and leaders at technology and life sciences companies, successful business owners and their employees, as well as corporate entities. Though well-educated and financially astute, most clients lack the time or desire to manage their wealth, given their various responsibilities and busy schedules.   

“We listen closely to clients and take time to gain a deep understanding of their goals and what they deem most important,” Geoff explains. “We provide guidance and financial strategies that take them from where they are, to where they want to go – while at the same time, streamlining their financial tasks. Put simply, clients’ goals become ours.”

A majority of The Soper Team’s clients are highly accomplished and want more time to focus on the people and passions in their lives. They recognize that effective wealth planning demands multiple disciplines and skillsets.

“Our ‘total wealth management’ approach addresses each corner of a client’s financial picture, from goals-based planning including retirement, portfolio and tax-minimization strategies to access to banking and lending solutions from Bank of America.  We strive to have a meaningful and lasting impact on the lives of our clients, and their families.” Geoff points out.

Having helped manage clients’ wealth and emotions amid the volatility of 1987, 2000, 2008, 2020 and 2022, Geoff is proud that virtually all those clients remain with him today. He believes that’s due in large part to his use of risk management strategies and helping clients remain disciplined in following a strategy they understand.

When it comes to investments, The Soper Team designs portfolios that align with each client’s comfort with risk, investment timeline, goals and liquidity needs. Drawing upon the intellectual capital of the Chief Investment Office and award-winning analysts – in addition to our own research– the team customizes each client’s portfolio with what may include Merrill model portfolios, ETFs and index funds, as well as equities, bonds and alternative investments managed through the Merrill Investment Advisory Program.

Like their clients, Geoff and his team hail from several generations, allowing them to relate well to clients’ situations and passions. The team also adheres to a common purpose – to deliver exceptional advice and guidance responsively and in the most respectful manner.

Geoff’s team includes Wealth Planner, Michaela Curry, who focuses on creating custom plans for clients and prospects, accounting for their distinct goals and circumstances. Wealth Management Client Associate Livvy Lathrop, and Registered Wealth Management Client Associate, Ben Furfari enhance the client experience through proactive communication and assistance with day to day client needs.

Geoff joined Merrill in 1985 and is committed to a life of learning and service. He is a CFA® charterholder, as well as a CERTIFIED FINANCIAL PLANNER™ CFP® professional. He also holds a place in his heart for serving his community. He is President of the Board of Directors of Youth Enrichment Services (YES), a Boston-based non-profit whose mission is to inspire youth through outdoor experiences and leadership opportunities that build confidence and prepare them to summit life’s challenges.

Geoff earned a Bachelor’s degree in Economics and Business Administration from Ursinus College in Pennsylvania. An Eagle Scout, Geoff is an avid skier and racket sports player, He and his wife, Genny, reside in Winchester with their three children.

*Geoff Soper is a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved. Many alternative investment products are sold pursuant to exemptions from regulation and, for example, may not be subject to the same regulatory requirements as mutual funds. In addition to certain general risks each product will be subject to its own specific risks, including strategy and market risk. Certain alternative investments require tax reports on Schedule K-1 to be prepared and filed. As a result, investors will likely be required to obtain extensions for filing federal, state, and local income tax returns each year.

*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of BofA Corp. This information should not be construed as investment advice and is subject to change. It is provided for informational purposes only and is not intended to be either a specific offer by Bank of America, Merrill or any affiliate to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available.

*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.