John Geist Email & Phone Number

For over 28 years, I have been passionate about providing exceptional comprehensive wealth and multi-generational advice to individuals, families, business owners, executives, doctors, and retirees. I began my investment career in 1996 at Merrill Lynch and am a founding partner of the Summit Wealth Management Group. My team responsibilities include personalized investment and risk management, wealth planning, tax and estate strategies, business transitions, and life insurance evaluations. I try to create openness and an ease of explanation offering straightforward conversations striking the perfect balance between content and client – with people from all walks of life. Through UBS, I utilizes the full depth and breadth of the UBS platforms, global expertise, and thought leadership to support clients and to help them achieve their most important goals.I graduated from the University of Nebraska with a BS in Business Administration and a minor in Security Analysis. Gaining the coveted Certified Investment Management Analyst certification from the Wharton School of Business in 2004 was an honor. My certification has helped me and our team to better structure portfolios and provides additional risk management. It is important to me to give back to the community through my involvement with numerous local charities. I have served through previous Board positions and committee involvement with the Foundation for Lincoln Public Schools and Clinic with a Heart. I enjoy fly fishing, golfing and spending time at the lake with my wife, family and friends./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**