George Mavlios
Financial Advisor | Entrepreneurs | Executives | Nonprofits | Tax & Estate Planning | Family Offices
- Role
- Principal Financial Advisor at Bernstein Private Wealth Management
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
Experience
Principal Financial Advisor
Bernstein Private Wealth Management
Aug 1993 — Present · Tampa, FL, US
George is a Financial Advisor responsible for providing investment and wealth planning advice to individuals and families and their trusts, estates, foundations, endowments and pension plans. In conjunction with Bernstein Private Wealth Management, he provides counsel to clients and their professional advisors on a variety of matters, including tax and estate planning, multi-generational asset allocation, individual and corporate retirement planning, and the sale of closely held businesses.
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