Geni focuses on personal, comprehensive financial planning for individuals, families and business owners. Geni's practice also involves 401(k)s and Financial Wellness, an employer provided benefit that incorporates classroom education and personalized financial planning. As a Financial Advisor with Waddell & Reed, Geni strives to go beyond basic financial planning by working to understand clients' values and goals and create a personalized “financial roadmap.” She then helps clients take action toward pursuing their targeted life goals. Utilizing a friendly, warm approach, Geni develops comprehensive plans for each client, considering individual style, economic conditions and changing life patterns.
Geni has been securities licensed since 2001. She carries Series 6, 7, 63, and 65 licenses in addition to being licensed in KY for life, disability, and health insurance. Geni serves clients in CA, CT, DC, FL, IN, KY, ME, MI, MO, NY, OH, TN, WI and WV, and is a member of the Society of Financial Service Professionals and Commerce Lexington. Geni volunteers with GreenHouse17.
Waddell & Reed's Lexington office is located at 2333 Alexandria Drive in Lexington, KY, 40504. Geni can be reached at 859.514.6045 or firstname.lastname@example.org.
Waddell & Reed is not affiliated with any other entities referenced. 08/19