david geller Archives - Business RadioX ®

Gwinnett Studio

Money Messages: Unpacking Our Emotional Relationship with Money

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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.

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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.

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Silver Lining in the Cloud

Fred Elsberry with Better Business Bureau, David Geller with GV Financial Advisors and Greg Galvez with PROSHRED Security

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Dominick Rainey, David Geller, Fred Elsberry, Greg Galvez, Nikole Toptas

Fred Elsberry/Better Business Bureau

The Better Business Bureau’s vision is a marketplace where buyers and sellers can trust each other. They want to be a leader in advancing marketplace trust. The BBB of Metro Atlanta, Athens and NE Georgia is a standards-based organization and is one of five BBB’s in the state of Georgia and 113 BBB’s in North America. They are one of the largest BBB’s and provide pre-purchase information to the public, rating companies from A to F. They handle over 50,000 complaints each year (over 80% are resolved) and receive over three-million inquiries on their web site. The BBB reviews charities against their standards, they offer mediation/arbitration services where they believe it is necessary to resolve an issue between a consumer and a company, they do ad reviews and investigations on practices that need attention, and they invest a great deal of time and resources to consumer education.

David Geller/GV Financial Advisors

Since 1991, GV Financial Advisors, one of Atlanta’s leading wealth management firms, has worked to find ways to help its clients enhance their lives by helping them better manage their money and mindsets. Led by CEO David Geller, eight senior advisors and partners, and more than 40 dedicated professionals, GV Financial believes that its clients can, and should, use their wealth to create the life they desire. GV Financial Advisor’s Guided Wealth Transformation process includes more than 40 tools to help clients overcome the five barriers that often prevent them from effectively using their wealth to build a more satisfying life.

Greg Galvez/PROSHRED Security

PROSHRED Security is a customer service and security focused mobile shredding company, providing the most secure on-site document and hard-drive shredding services available, to safeguard private information, maintain legislative compliance and protect public image.

With more than 25 years building trusted relationships, unmatched mobile paper shredding expertise and a rigorous commitment to ISO 9001 and NAID AAA quality standards, PROSHRED Security offers a proven and effective system that certifies the shredding of confidential documents and electronic data storage devices “at your door”.

As a locally owned and nationally operated network of mobile shredding companies, all PROSHRED Security operators combine unparalleled customer service with absolute document security for business, home office and residential customers.