Christine Geissler Email & Phone Number | My wealth management career has provided me with valuable perspectives that guide me today. In 1999, I began working with members of my team. Since then, I’ve served clients directly in different roles and with expanded responsibilities. As a financial advisor, I know clients as people whose families, careers and passions help define how they’d like to use their wealth. They include corporate executives, owners of family enterprises, physicians, and many in the financial field (including accountants, hedge fund managers and senior executives at Merrill Lynch). As a member of Saurman Sciascia Maher & Associates, I’m happy to say that our client-centric approach begins by understanding “where clients have been, where they are, where they want to go, AND what stands in their way (financially and often, emotionally). In developing goals-based strategies for clients, we work collaboratively as a team – encouraging varying opinions from each other, specialists within our firm, clients, and their attorneys and accountants. Our strategies reflect the importance we place on long-term results and relationships. The breadth and depth of our service is determined by the needs of each client. WHAT DO I BELIEVE? • Being a proactive advisor requires a genuine sense of what drives each client and what concerns them. • Being a trusted advisor requires putting clients’ interests first – and thoughtfully developing recommendations that can enhance their overall wealth. • The enduring client relationships we’ve built are the result of us serving people, not just portfolios – and staying engaged in clients’ lives. WHAT MAKES ME PROUD? • Encouraging clients to articulate their goals and fears. • Being a forward-looking advisor. Retirement lifestyles, legacies, Social Security, health care costs and inflation are just a few topics I discuss with clients. • My husband, Chet, and our daughters

Christine Geissler

My wealth management career has provided me with valuable perspectives that guide me today. In 1999,...
Greater Philadelphia, Greater Philadelphia, United States

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Christine Geissler’s Email christine_geissler@ml.com

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Christine Geissler’s Location Greater Philadelphia, Greater Philadelphia, United States

Christine Geissler’s Current Industry Merrill Lynch Wealth Management Bank Of America

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Work Experience

Merrill Lynch Wealth Management Bank Of America

Financial Advisor

2009-06-01 00:00:00 - Present

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Christine Geissler is located at
Greater Philadelphia, Greater Philadelphia, United States

Christine Geissler is a My wealth management career has provided me with valuable perspectives that guide me today. In 1999, I began working with members of my team. Since then, I’ve served clients directly in different roles and with expanded responsibilities. As a financial advisor, I know clients as people whose families, careers and passions help define how they’d like to use their wealth. They include corporate executives, owners of family enterprises, physicians, and many in the financial field (including accountants, hedge fund managers and senior executives at Merrill Lynch). As a member of Saurman Sciascia Maher & Associates, I’m happy to say that our client-centric approach begins by understanding “where clients have been, where they are, where they want to go, AND what stands in their way (financially and often, emotionally). In developing goals-based strategies for clients, we work collaboratively as a team – encouraging varying opinions from each other, specialists within our firm, clients, and their attorneys and accountants. Our strategies reflect the importance we place on long-term results and relationships. The breadth and depth of our service is determined by the needs of each client. WHAT DO I BELIEVE? • Being a proactive advisor requires a genuine sense of what drives each client and what concerns them. • Being a trusted advisor requires putting clients’ interests first – and thoughtfully developing recommendations that can enhance their overall wealth. • The enduring client relationships we’ve built are the result of us serving people, not just portfolios – and staying engaged in clients’ lives. WHAT MAKES ME PROUD? • Encouraging clients to articulate their goals and fears. • Being a forward-looking advisor. Retirement lifestyles, legacies, Social Security, health care costs and inflation are just a few topics I discuss with clients. • My husband, Chet, and our daughters