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portrait of Philip S Geiger
FINANCIAL ADVISOR

Philip S Geiger

CFP®, AAMS™
8010 Arco Corporate Dr, Suite 185, Raleigh, NC 27617opens in a new window
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About Philip

Since coming to Edward Jones in 2005, I have been passionate about working with families to identify what's most important to them and using our established process to help keep them on track to meet their goals. During my time here, I have developed a deep passion for helping clients prepare for and live in retirement. I also enjoy helping my clients envision the legacy they want to leave behind by protecting the goals they've worked hard to achieve. Throughout my career here, I have been equipped to do just that, including earning the CERTIFIED FINANCIAL PLANNER® certification in 2011....

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Charitable Giving

Work History

  • Edward JonesSeptember 2005 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • U of Southern Miss-HattiesburgBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Aviation
  • Personal Fitness
  • Skiing
  • Running

Team Members

  • Amy O'Brien
    Sr. Branch Office Administrator
    FPQP®
  • Tanya Newkirk-Jackson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Phone

(919) 544-3012

Fax

(800) 209-5145

Office Address

8010 Arco Corporate Dr
Suite 185
Raleigh, NC 27617opens in a new window

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