Geoffrey Erwin's Professional Contact Details

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HQ
+1 4159861110
Location
Dallas, Texas

Geoffrey Erwin's Current Company Details

Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, tru...
Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations and endowments. We're headquartered in San Francisco with offices in New York, Dallas, Houston, Seattle, San Diego, Sun Valley and Naples.As a purpose-driven firm, our goal is to create an impact by supporting you and the community we share. We do so by delivering intelligent wealth management solutions while fostering long-term value creation. What drives us are our values of excellence, trust, and community, and we take a holistic approach to align your portfolio with your values.Our firm is committed to continually elevating our practices. While as fiduciaries it is our mission to protect your interests ahead of our own, it is our dedication to purpose, passion, and performance that drives our innovative approach.For more information, contact us or call 888.585.1750.
tactical asset allocation
asset management
wealth management
financial planning
risk management
estate planning
tax planning
philanthropy
impact investing
financial feminism
family office
investment strategies
life planning
legacy planning
blue chip
investment advisors
estate
trust
dynamic core
tactical fix income
global income
alternative investments
market outlook
concentrated stock
multigeneration planning
esg
sustainable investments
retirement planning
financial services
investment management
law practice
legal services

Geoffrey Erwin's Work History and Education

BakerAvenue Wealth Management
Wealth Advisor, Director
2022 - Present
Fidelity Investments
Las Colinas Investor Center
2001 - 2022 • 21 years

Others Named Geoffrey Erwin

Supervisory Editor (Developmental) at Peace Corps
Facilities Manager at Choice Properties

Frequently Asked Questions about Geoffrey Erwin


What company does Geoffrey Erwin work for?

Geoffrey Erwin works for BakerAvenue Wealth Management.

What is Geoffrey Erwin's role at BakerAvenue Wealth Management?

Geoffrey Erwin's role at BakerAvenue Wealth Management is Wealth Advisor, Director.

What is Geoffrey Erwin's email address?

Geoffrey Erwin's email address is g**@bakerave.com.

What is Geoffrey Erwin's business email address?

Geoffrey Erwin's business email address is g**@bakerave.com.

What is Geoffrey Erwin's direct mobile number?

Geoffrey Erwin's direct mobile number is (214) XXX-XXXX.

What is Geoffrey Erwin's HQ phone number?

Geoffrey Erwin's HQ phone number is +1 4159861110.

What industry does Geoffrey Erwin work in?

Geoffrey Erwin works in the Financial Services industry.

Who are Geoffrey Erwin's colleagues?

Geoffrey Erwin's colleagues are Amy Hepburn, Kris Krauszer and Julia Bialek.
Chief Executive Officer
Wealth Advisor, Director
Senior Wealth Advisory Manager

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