Explore your goals
You have priorities and we have the insights you need to keep them front and center.
It starts with you
For us, success is about helping you reach your goals, not a number.
See how we work
A real advantage
Industry-leading research and expert analysis are here to help you stay ahead.
Explore our insights
Get the right guidance for you
Connect with an advisor and start a conversation about your goals.
Contact a financial advisor
Not who you're looking for?
Get to know some of our other financial advisors.
Find another advisor
Senior Financial AdvisorVice President200 GLASTONBURY BLVD
Geoffrey L. FiszelVice President - Senior Financial AdvisorPortfolio Manager, Merrill Lynch Personal Investment Advisory (PIA) ProgramGeoffrey has been in the financial services industry since 1992 and joined Merrill Lynch in 2008. He develops tax-aware investment strategies for high-net worth individuals, their families, trusts, foundations and their businesses. Geoffrey employs strategic and tactical asset allocation strategies for the diversification of low-cost concentrated equity positions. He holds FINRA Series 7, 24, 63, 65 and 31 registered and Life, Accident & Health Insurance Licensed. Geoffrey's approach to wealth management is consultative and objective. He draws upon his background and experience in the retail, transportation, manufacturing, insurance, real estate, and financial services industries and from an independent consulting practice. As a consultant, Geoffrey provided strategic and tactical advice to a variety of firms in different industries, including Fortune 100 firms, and provided litigation support services in high-profile cases. This experience qualifies Geoffrey to work effectively with client's attorneys, accountants and other advisors.As a part of the Merrill Lynch Personal Investment Advisory® (PIA) Program, Geoffrey has the flexibility to move quickly to make thoughtful changes to a client's portfolio under this discretionary account management relationship.Geoffrey holds a B.S., Management with a Concentration in Operations Research from New York University. He earned a M.S., Professional Accounting with a Concentration in Taxation from the University of Hartford.Sharon L. Fiszel-Harris, Geoffrey's daughter, and Geoffrey have worked together since she earned her Series 7 and was licensed as a General Securities Registered Representative in 1992. Sharon holds a B.A., Philosophy with a Minor in Economics from Boston University. Sharon holds FINRA Series 7, 63, 66 and 31 registered.
Merrill Lynch and its Financial Advisors do not provide tax advice. Individuals should consult their personal tax advisor before making any tax-related decisions and consult their personal tax advisor or attorney for tax and legal advice involving estate planning and personal or other trusts and corporate matters. Geoffrey is a former member of the United States Marine Corps. He served four years with the USMC.Both Geoffrey and Sharon and their families are long time residents of Glastonbury and South Glastonbury, CT.
Geoffrey Fiszel is registered to do business in:AZ, CA, CO, CT, FL, GA, HI, MA, MD, ME, MN, MT, NC, NE, NH, NJ, NV, NY, OR, RI, UT, VA, VT, WA
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and Merrill Lynch Trust Company make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BofA® Global Capital Management.
Banking products are provided by Bank of America, N.A., and affiliated banks, members FDIC and wholly owned subsidiaries of BofA Corp.
Bank of America, N.A., and Merrill Lynch Life Agency Inc. are wholly owned subsidiaries of Bank of America Corporation.