Brian J. Woods

Senior Wealth Advisor, Managing Director

Work Experience

  • Joined the firm in 2021 following MAI”s acquisition of Geier Asset Management
  • Brings over 40 years of experience in investment advisory and tax planning
  • Began his career at Shapiro, Robinson, & Associates, where he spent over two decades serving the needs of professional athletes, media personalities, and their families
  • Joined Geier in 2002, where he focused on developing and implementing successful strategies to help clients achieve their investment and financial goals
  • Has worked with Major League Baseball players, helping to guide them through each stage of their professional careers and into retirement

 

Education

  • Loyola College, BA in Accounting

CONNECT WITH US.