portrait of Geoffrey S Haigler

About Geoffrey

With a strong foundation in accounting and finance, I have dedicated my career to helping individuals, businesses and non-profits achieve their financial goals. I graduated Reidsville High School and attended Appalachian State University, where I earned my Bachelor of Science in business administration in accounting as well as a Master of Science in accounting with a focus on taxation. I began my professional journey at PricewaterhouseCoopers as a CPA working with large privately held corporations and high net worth individuals. This experience provided me with a deep understanding of financial principles and the complexities of various industries.

Seeking a more personalized...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Wealth Strategies
  • Business Retirement Plans

Work History

  • Edward JonesNovember 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Appalachian St UnivMaster of Science

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Skiing
  • Hunting
  • Farming

Team Members

  • Penny Everette
    Sr. Branch Office Administrator
  • Kathy Southard
    Sr. Branch Office Administrator
  • Vaness Willard
    Sr. Branch Office Administrator
  • Kristy Williams
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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