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portrait of Geoff Glanville
FINANCIAL ADVISOR

Geoff Glanville

CFP®, AAMS™, CRPC™, CRPS™, CSRIC®
121 Sully's Trail Suite 3, Pittsford, NY 14534opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Geoff

As a financial advisor, I value personal relationships. In my practice, we work with our clients and their families to develop a personalized financial strategy with the advice, tools and resources to help them achieve their long-term goals. Communication is the backbone of our practice. Frequent contact with our clients helps to ensure we are up to date with changes in their lives and can proactively make strategy adjustments as their priorities and needs change.

I began my career as a financial advisor with Edward Jones in 2010 and was honored to be made a limited partner in 2018. I'm a...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Sustainable investing
  • Estate & Legacy Strategies

Work History

  • Edward JonesJanuary 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

  • CSRIC®

    Chartered SRI Counselor™

Education

  • College for Financial PlanningMaster of Science
  • Pennsylvania State UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Sports Enthusiast
  • Music
  • Reading

Team Members

  • Dawn Donaher
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Phone

(585) 381-8440

Fax

(866) 462-7438

Office Address

121 Sully's Trail Suite 3
Pittsford, NY 14534opens in a new window

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