Maci Geltmeier
I believe financial planning is about more than investments—it’s about people. My goal is to create a comfortable, approachable experience where you feel heard, understood, and confident in every financial decision.
Whether you’re building wealth, planning for retirement, or navigating life’s biggest milestones, I’m committed to providing personalized guidance and building lasting relationships based on trust, transparency, and genuine care. I look forward to helping you create a financial future that reflects what matters most to you.
Hi, I'm Maci. I'm a Financial Advisor who is passionate about helping individuals and families make informed financial decisions with confidence.
I earned my bachelor's degree in Marketing from Louisiana Tech University. I then completed my Master of Science in Finance at The University of Texas at San Antonio, where I further developed my knowledge of investment management, financial planning, and wealth strategies.
As a former NCAA Division I soccer student-athlete, I learned the importance of discipline, resilience, teamwork, and preparation—values that continue to shape the way I serve my clients today. I believe every client deserves personalized guidance, thoughtful planning, and a trusted advisor who takes the time to understand their unique goals.
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.
