Geri Pell

Geri Pell

CFP®, MBA, CDFA®

Private Wealth Advisor
Chief Executive Officer of
A private wealth advisory practice of Ameriprise Financial Services, LLC
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  • What we do

    We offer personalized financial advice based on your goals and an upfront overview of costs.
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  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
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Background and qualification information is available at FINRA's BrokerCheck website.

Your finances in balance, your life in harmony.

Your finances in balance, your life in harmony.

At Pell Wealth Partners, we want to know what is truly important to you. Where do you want to go and how do you want to get there?

We all cross different milestones on our journey. With your finances in balance, you can feel comfortable knowing you are on the right path to achieving the goals you’ve set for your family, and yourself. We know that everyone’s path is different. It is our goal to help our clients invest according to their distinct needs and values. Whether that includes making an impact on the world through socially responsible investing, or other unique strategies such as using a quantitative investment approach to help take the emotion out of the investment process, we are here to help guide you on your distinct path.

We look forward to learning what is important to you so we can get started on your journey…together.

Your finances in balance, your life in harmony.

Honored to be recognized in Barron's

I’m proud to announce that I’m one of Barron’s Top 100 Independent Financial Advisors for 2020. The list spotlights top advisors across the U.S., and I’m honored that Barron’s chose to recognize me. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I’d like to thank my hard-working team and our loyal clients for making this recognition possible!

My videos

3 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)