Adviser
Geoffrey Turner is a seasoned Wealth Advisor at RWA Wealth Partners, with over a decade of experience in the financial services industry. Prior to this, Geoffrey served as a Client Services Manager at the same firm, and worked as a Customer Service Representative at Fidelity Investments, specializing in deferred compensation plans. Previous professional roles include Service Specialist at The Hartford, where Geoffrey handled retirement plan inquiries and 529 college savings plans, and Account Executive at Clyde Duneier, where the focus was on Internet account management. Geoffrey's career began as a Customer Relations Specialist at Safety 1st, Inc. with responsibilities in product information and quality assurance. Geoffrey holds a B.S. in Marketing from Plymouth State University.
Adviser
Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.