Cary P. Geller Named Top Wealth Advisor by Worth Magazine

For the seventh time, Cary P. Geller, Executive Vice President of Mintz Levin Financial Advisors (MLFA), LLC, has been named to Worth Magazine’s list of the “Top 250 Wealth Advisors” in the country. According to Worth, this elite group is recognized for their “expertise, insight, trustworthiness and commitment to their clients’ needs.” The list appears in the publication’s October/November 2008 issue.

Mr. Geller has more than 25 years of broad-based experience in financial planning, individual tax planning and money management. Prior to this year, Worth Magazine named him to its Top Wealth Advisors list in 1994, 1997, 1998, 1999, 2001 and 2002. He was also recognized as a “Top Professional Advisor” in J.K. Lasser’s New Rules for Estate and Tax Planning book.

MLFA counsels clients on asset allocation and investment strategies and offers comprehensive, customized investment advisory and financial planning services. For the second consecutive year, the group was recognized by Barron’s as one of the top 100 independent financial advisors in the United States. Wealth Manager has chosen MLFA annually since 2006 as one of the nation’s top wealth management firms. Additionally, the Boston Business Journal named MLFA as one of the Boston area’s independent investment advisor firms for the past two years.

Mr. Geller graduated from the University of Cincinnati with a B.B.A., summa cum laude, in accounting and quantitative analysis and he received his M.B.A. from Indiana University with an emphasis in Taxation. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNERTM practitioner and a Personal Financial Specialist (PFS). He is a member of the American Institute of Certified Public Accountants (AICPA), the Massachusetts Society of Certified Public Accountants (MSCPA), and the Boston Estate Planning Council.

Mintz Levin Financial Advisors (MLFA), LLC, an affiliate of the law firm Mintz, Levin, Cohn, Ferris, Glovsky and Popeo P.C. provides high net worth individuals and families with comprehensive, holistic wealth management services.