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Money Messages: Unpacking Our Emotional Relationship with Money

July 22, 2020 by Mike

Money Messages: Unpacking Our Emotional Relationship with MoneyMike
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David Geller/Wealth Enhancement Group

David Geller joined Wealth Enhancement Group through the partnership with JOYN Advisors, where he acted as CEO and Co-Founder. He is the creator of the Behavioral Wealth Management™ model – a model that focuses on aligning wealth management with the integration of human emotions while also considering an individual’s talents, wisdom, network, and relationships. David has been featured in a number of prominent outlets including The New York Times, The Wall Street Journal, and The Huffington Post. He enjoys sharing his wealth management philosophy through professional engagements and workshops.

David Bokman/Morgan Stanley Wealth Management

Morgan Stanley Wealth Management‘s Family Office Resources provides ultra high net worth clients a virtual family office experience with world-class, comprehensive services including family governance and wealth education, philanthropy, estate planning, customized asset allocation and portfolio construction, and lifestyle advisory. David Bokman’s diverse background has convinced him that ultra high net worth families benefit by approaching their wealth management needs from the broadest possible perspective. Prior to joining Morgan Stanley, he spent 13 years at GenSpring Family Offices, where he served as president of the Atlanta office, head of the Wealth Advisory Center and, most recently, chief advisory officer responsible for the overall delivery of the firm’s family office services. David also has previous experience with ultra high net worth clients as a vice president with Goldman Sachs’ Private Client Group; as a partner with King & Spalding focused on trusts and estates law; and as a senior tax manager with Arthur Andersen. David graduated summa cum laude from Yale College in 1984 and received his J.D. from Yale Law School in 1988.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

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Filed Under: Gwinnett Studio, Wealth Matters Tagged with: adam gaslowitz, asset planning, asset protection, asset protection law firm, behavioral wealth, behavioral wealth management, business podcast, business radio, business radiox, craig frankel, david bockman, david bokman, david geller, estate disputes, estate planning, estate planning law firm, estate protection, family office resources, fiduciary law firm, Gaslowitz Frankel, money emotion, money messages, morgan stanley wealth management, Radiox, Robert Port, wealth enhancement group, Wealth Matters, wealth matters podcast, WEALTH MATTERS RADIO, wealth protection

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