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Geri Eisenman Pell

Private Wealth Advisor, President

Geri Eisenman Pell, has been a financial advisor since 1986. For the past five years she has been in the The Chairman's Advisory Council (top 1% of Ameriprise Financial Advisors) . Among numerous national recognitions, Eisenman Pell has appeared on CNBC, CNN, NBC Nightly News, and has been quoted in The Wall Street Journal, The New York Times, Financial Planning and Registered Rep Magazines. She was recognized in 2009 as one of the top 100 women financial advisors in the country by Barron’s Magazine. Eisenman Pell focuses on helping high net worth clients plan for their financial goals for a lifetime through a personal long-term financial planning relationship. She serves on the Endowment Committee of Woodlands Community Temple and on the Board of Trustees for Treehouse Shakers bringing dance and storytelling to children. She mentors new advisors and loves public speaking. Her passions include music, yoga, reading, traveling, beaches and being with friends.