George Koutsioukis Email & Phone Number

George is a Greenville native and USC Alumni. He strives to connect with clients and provides progress updates on their retirement goals. Throughout the engagement and financial planning process, George works with prospective clients to help align goals and develop and deliver a financial plan that takes them through retirement. He also provides technical, fundamental and quantitative investment analysis.Prior to Janney, George worked at Raymond James and UBS Financial Services. He earned a Bachelor of Science in accounting from the University of South Carolina. George is focused on maintaining clear and consistent communication with clients through reviews and phone calls. He also helps with specialized projects such as pensions, social security, Roth conversions and insurance. George achieved his Series 7, 31, 66, and also has his insurance license. Waingart Wealth Advisors is a high-net worth financial advisor team based in Greenville, SC focused on advising senior executives and corporate professionals on how to retire and worry less about it. We want to become your advisor for life, and working with us means you’re with a fiduciary team held to the highest ethical and legal standards, always acting on your behalf before our own. When people choose to work with us, their average account value is $1 million and they pay quarterly advisory fees, not commissions, based on those assets. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.