Geri Eisenman Pell, Private Wealth Advisor and Chief Executive Officer of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, has been a financial advisor since 1986. Among numerous national recognitions, Geri has appeared on CNBC, CNN, NBC Nightly News, and Fox Business News. She has also been quoted in and written articles for The Wall Street Journal, The New York Times, USA Today, Financial Planning, Financial Advisor and Registered Rep Magazines. Geri was a proud member of CNBC’s first ever Digital Financial Advisor Council.
Geri has had the distinct honor of being recognized by Barron’s Magazine as one of their Top 100 Women Financial Advisors (2009-2022), Top 1,200 Financial Advisors (2014-2017 & 2019-2023), and Top 100 Independent Financial Advisors (2020) in the country. She has also been named a Top Women Wealth Advisor and Best-in-State Wealth Advisor by Forbes.
Geri’s focus is on helping high net worth clients plan their financial goals for a lifetime and beyond. She believes that when done right, financial planning can be a life changing experience, re-aligning your relationship with wealth. Geri is a firm believer in the idea that working on money, investment and family issues should be a healing, non-stress-inducing process. Clients often tell her she sits at the intersection of money and life.
As the owner of a growing and successful practice of 20 team members, including 9 financial advisors, Geri continues to travel the country as a mentor, educator, and counselor for women and new advisors on financial planning initiatives and practice management. She is extremely proud of the knowledgeable team she leads and the culture they have all created.
Geri is a graduate of SUNY Albany, with a Bachelor of Science in Accounting. She went on to receive a Master of Business Administration in Finance & International Business from New York University’s highly regarded Stern School of Business in 1981.
Always striving to achieve balance in her life, Geri’s passions include music, yoga, reading (at the beach), and traveling. Most of all, she enjoys spending time with her adult children and watching them be the amazing people she is so proud they have become.