Geoffrey Creighton
Geoffrey C. Creighton, Wealth Management Advisor, has been advising clients in the Portland, Oregon area for over 14 years. Geoffrey has assisted Merrill Lynch Wealth Management clients by managing their individual wealth through multiple and complex market cycles while helping to meet their individual needs.
Geoffrey specifically focuses on investment planning for retirement. His process centers on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve. Geoffrey and his team of industry professionals are able to utilize the deep resources of Merrill Lynch Wealth Management to help clients achieve their desired financial outcomes.
Geoffrey received his B.S. degree in Finance from Oregon State University. He holds both the CERTIFIED FINANCIAL PLANNER®, CFP®* certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Accredited Asset Management Specialist™, AAMS™** designation.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
