Sylwia serves as Director, Senior Client Relationship Manager at Geller Advisors. She brings over 20 years of experience helping high-net-worth individuals and families manage their financial planning, investment, trust administration, financial management, and comprehensive reporting needs.
Sylwia advises clients on how to integrate their extensive financial needs and desires in order to develop financial plans and comprehensive reporting packages. She oversees implementation of the plan, working across advisory teams—including investment, tax, and financial management—to ensure all client goals are achieved.
Prior to joining Geller Advisors in 2004, she was a Financial Advisor at JPMorgan Chase & Co. providing financial solutions for small and mid-size businesses, including banking, financing, and debt restructuring services.
Sylwia received a Bachelor of Business Administration with a concentration in Finance from Pace University. She is a Certified Financial Planner (CFP) and achieved the designation of Certified Trust and Financial Advisor (CTFA). Additionally, she holds a FINRA Series 3 license and passed Level I of the Chartered Financial Analyst program.
Contact Sylwia at email@example.com