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Geoffrey Southwell

Geoffrey Southwell

Wealth Advisor

Geoff joined Fross & Fross Wealth Management in January 2021 from TIAA where he was a Wealth Management Advisor for The Villages area.  He has over 30 years of experience in the financial services industry with expertise in financial planning, asset management, product design and distribution.

 

Geoff holds his FINRA Series 7, 63 and 65 registrations with LPL Financial, Florida Life, Health and Variable Annuity licenses and also serves on the Fross & Fross Investment Committee.  In his spare time, Geoff and his wife enjoy the lifestyle at The Villages including sports, music and sunshine.