matthew geller bio

Matthew Geller

President & Co-Founder

  • Education

    B.S. in Business Administration cum laude, University of Florida

  • Certifications/Licenses

    Certified Financial Planner (CFP®)

  • Joined Us In

    1991

  • Prior Experience

    Began his career as a Certified Public Accountant with Price Waterhouse, then became COO of a major real estate & development firm before founding JOYN with his brother David in 1991.

  • Born & Raised

    Miami, Florida

  • Family

    He & his wife Doris have 6 children and 8 grandchildren.

  • Favorite...

    Wine: Currently enjoying Shafer Hillside Select and Napa Valley cabernet sauvignons.

  • Fun Fact

    Recently built a gourmet kitchen so he can enjoy his passion for cooking and fine wines.

As a founding partner and the President of JOYN, Matthew Geller empowers and encourages JOYN’s various teams to create strong, results-driven ideas coupled with programmatic execution. Drawing on his 25 years in the industry, he has led the internal development of Behavioral Wealth Management™, the groundbreaking model for helping clients look at their money, decisions, and emotions in a context that can lead to more fulfilling lives.

Matthew’s passion for how JOYN delivers on its promises to clients is palpable. “We understand that choices and change and life events can be overwhelming,” he says. “We link those human factors to a structured, disciplined process so we can better guide clients through both worries and opportunities.”

Matthew graduated cum laude from the University of Florida with a B.S. in Business Administration before beginning his career as a Certified Public Accountant with Price Waterhouse. He later became Chief Operating Officer of a major south Florida regional real estate management and development company before Matthew and his brother David Geller established the firm in 1991.

Matthew and his wife Doris, a business owner herself, have six children and eight grandchildren. They recently expanded their gourmet kitchen to accommodate Matthew’s enthusiasm for fine cooking and entertaining their large group of family and friends. When he’s not in the kitchen, Matthew and his wife Doris enjoy traveling extensively and all manner of cuisine and dining experiences.

Recognition

GV Ranked Among the Largest U.S. RIAs
Top 10 Atlanta Wealth Managers List Names GV Financial Advisors
GV Named in Top 100 RIAs in U.S. for 2014-Featured

In the News

Catalyst in Financial Advisory Industry Intent on Changing Lives, Changes Name
GV Ranked Among the Largest U.S. RIAs
Top 10 Atlanta Wealth Managers List Names GV Financial Advisors

Matthew’s Insights

Seven JOYN Advisors Honored with Five Star Wealth Manager Award for Excellence

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Financial Benefits of Behavioral Advising

Better Advice. Better Decisions. Better Life.

There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016

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