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Resident Director2 COURT STBINGHAMTON,
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First Vice President
Senior Vice President
Assistant Vice President
Reg Senior Client Associate
The George Group brings its legacy of highly personalized, family-focused wealth management to clients it’s known for years – including physicians, business owners and their referred family members in the Binghamton area and nationwide.A hallmark of the team’s goals-based approach is the time it spends with clients – to understand their comfort with wealth, what each client sees as its purpose, and most often, the retirement lifestyle they envision.“Mary Beth and I appreciate what inspires and concerns clients, what they want for people they love, and how they’ve prepared for the future,” Armond George explains. “Our roles extend beyond investment management. We scrutinize clients’ trust and tax documents, and also discuss inflation and Social Security strategies with them, as well as likely and unlikely circumstances. Being realistic with clients and educating them are critical. Superior wealth management demands that we care about clients, not just their portfolios.”With more than 60 years of combined wealth management experience, Armond and Mary Beth have long put a premium on their transparency, frequency of contact with clients, and being available when clients have questions. To help enhance client wealth, the team focuses on risk-adjusted investment returns, tax consequences, and liability management – often providing access to Bank of America, N.A. for residential and securities-based lending. Strategic relationships are also nurtured with clients’ CPAs and attorneys, to create solid blueprints for clients to enjoy positive outcomes across generations
“As a married couple, it’s natural for us to engage with both spouses, examine implications for family members, and help clients agree on upsizing, downsizing, funding a child’s or grandchild’s education, or other issues. I believe clients come to us for the services we offer – and stay for the service we deliver. Being organized and following up with clients helps simplify their financial lives. We are devoted to treating clients like good friends – and in many cases, they are,” Mary Beth points out.Armond R. GeorgeSenior Vice President – Wealth ManagementSenior Financial AdvisorResident Director“We believe in the importance of being ‘life advisors’ to client families. We’ve helped couples agree on financial matters, parents invest for a child’s education, and grown children get started on a wise financial path. Mary Beth and I are proud of what we do – and that our appreciation of clients’ situations and aspirations has led to a growing circle of their referred family members and friends.”Armond arrived at Merrill Lynch in 1984. Since then, he has served a growing circle of hardworking and accomplished clients – physicians, small business owners and others who can benefit from the insights and attention of a financial advisor who puts their needs above all else. Over the years, Armond has honed a disciplined process for creating tailored investment, retirement, and estate planning strategies – with an eye toward mitigating risk and tax consequences.Armond earned his Bachelor of Science degree in Finance from Mansfield University in Pennsylvania. He and Mary Beth (his wife and colleague), reside in Endicott with their son, David, a student at Lafayette College who is interning with them at Merrill Lynch. Their daughter, Alexis, also works for Merrill Lynch – in Baltimore.Mary Beth De Palmo GeorgeAssistant Vice PresidentInvestment AssociateMary Beth joined Merrill Lynch in 1980 and has never looked back. In fact, she helps clients look forward – to fulfilling retirement lifestyles, successful career and business transitions, and other positive outcomes. Mary Beth’s client-centered approach begins with a friendly exploratory phase, in which she helps clients identify and prioritize their financial goals. From there, Mary Beth helps craft and adjust a disciplined, goals-based investment strategy for each client that accounts for their risk tolerance, timeline, and need for liquidity.A lifelong resident of Binghamton, Mary Beth holds a Bachelor’s degree in Economics from SUNY Cortland. She met her husband and colleague, Armond, at Merrill Lynch more than 25 years ago. Today, they are proud parents of their daughter, Alexis, and son, David.Eileen M. MatthewsRegistered Senior Client AssociateThe “point person” for many clients (including families she’s known for years), Eileen makes it her business to handle their transactional, account and administrative needs in timely and accurate fashion. A longtime team member, Eileen has come to recognize the voices of many clients when they call. In addition to addressing their requests and questions, Eileen serves as a proactive liaison between clients, other team members and specialists throughout the firm.Eileen joined Merrill Lynch in 1992. She is a lifelong resident of the Binghamton area who enjoys gardening and treasures time spent with her two children and two grandchildren.
Armond George is registered to do business in : AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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