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portrait of Geri L Defilippi
FINANCIAL ADVISOR

Geri L Defilippi

2340 Warren Road Suite 207, Indiana, PA 15701opens in a new window
Serving clients with $250,000
CallSend Me a Message

About Geri

My career as an Edward Jones financial advisor began in 2009. As a financial advisor, I believe it’s important to invest my time in understanding what my clients are working towards before they invest their money. Working closely with you, your CPA, your attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. My goal is for clients to retire with dignity and have the assets to live the life they envision for themselves, all while enjoying what is most important to them.

I attended Saint Francis University and graduated cum laude with...

Focus Areas

  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

Work History

  • Edward JonesNovember 2009 to Current

Education

  • Ottawa UniversityMBA (Masters of Bus Admin)
  • Saint Francis UniversityBachelor of Science

Personal Interests

  • Outdoor Enthusiast
  • Cooking
  • Wine Collecting/Enthusiast
  • Sports Enthusiast
  • Active Lifestyle

Team Members

  • Karen Koches
    Sr. Branch Office Administrator
  • Barbara Jones
    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 - 04:00PM
Sat Closed
Sun Closed

Phone

(724) 465-0542

Fax

(866) 444-7162

Office Address

2340 Warren Road Suite 207
Indiana, PA 15701opens in a new window

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