George Wolf

George joined Merrill Lynch Wealth Management in April 2007.  He focuses on wealth management and financial strategies for high net worth individuals, families and business owners.   He is experienced in assisting officers and directors of public companies that have concentrated stock positions and assists with client 144/restricted stock transactions, stock option strategies, and 10b5-1 implementation and design.  George also works with businesses in designing and implementing 401k plans.  Prior to Merrill, George spent 9 years with a regional broker-dealer where he was an institutional sales trader and Vice President of Corporate and Venture Services.   George holds a B.S. in Business Economics from SUNY Oneonta, an MBA from Russell Sage College, and has the Certified Plan Fiduciary (CPFA^TM) designation. He demonstrates knowledge and experience working with retirement plans.  In 2022, George was named to Forbes "Best-in-State Wealth Advisors" list. (Published on April 7, 2022. Rankings based on data as of June 30, 2021.)  In 2023, George was named to Forbes "Best-in-State Wealth Advisors" list. (Published on January 12, 2023. Rankings based on data as of March 31, 2022.)

*Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published on January 12, 2023. Rankings based on data as of March 31, 2022.
Data provided by SHOOK^® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.