These are the higher level of standards that distinguish Swiss Watchmaking and Banking above others, this is what constitutes the meaning behind our firm's name. We aspire to transcend above other Wealth Management Firms. Our founder James Flynn is a seasoned financial executive with over 30 years of experience with such prestigious firms as Bank of New York-Mellon, Putnam, Merrill Lynch, and others.
He has a degree in Business with concentrations in Finance, Economics, and Accounting. At Putnam he was exposed to international investing in its infancy in charge of reporting institutional financial information. After joining Bank of New York-Mellon as an International Corporate Action Specialist, he aided their Securities Lending area.
He has a degree in Business with concentrations in Finance, Economics, and Accounting. At Putnam he was exposed to international investing in its infancy in charge of reporting institutional financial information. After joining Bank of New York-Mellon as an International Corporate Action Specialist, he aided their Securities Lending area.
Services
We offer both fee based and commission products because sometimes a commissioned base product may be more cost effective for a client who is planning to hold a position for a number of years along with the benefits of deferring taxes. The buzz word you hear being thrown around today is "fiduciary" as if it is something new.
Geneva has over 30 years of experience in the financial industry clearing securities through LPL Financial LLC which has headquarters in Boston and San Diego. Offering institutional level investment services including true customized stock portfolios coupled with fixed income structured investments along with various insurance products growing and preserving wealth.
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