As CEO and Co-Founder of JOYN, one of Atlanta’s highly-respected wealth management firms, David Geller has advised some very wealthy clients. However, despite having helped his clients, David became troubled that many were struggling to find greater meaning and joy in their lives. Puzzled by the weak correlation between wealth and happiness, he began a passionate quest for answers.
David’s quest led to a deep understanding that the financial industry needed an entirely new way to meet clients’ needs. After years of study and development, he created the groundbreaking model of Behavioral Wealth Management.
“Wealth is more than money,” David explains. “It also incorporates our talents, wisdom, experience, and relationships.
“Our industry typically uses a silo model,” he continues. “Yet clients can benefit from a team-based approach — one that looks at money, decisions, and emotions together, in context, rather than focusing solely on money.”
Through years of interaction with JOYN’s wealthy clientele, David, his colleagues and business partners identified five barriers that often prevent people from using their wealth to create extraordinary lives. JOYN has developed or adapted more than 40 tools designed to help clients overcome those barriers.
David Geller and his wife Heidi
David is a Phi Beta Kappa graduate of Emory University, where he earned his B.A. and M.A. At the University of Michigan, he earned his J.D. and served as an Editor of the Michigan Law Review. David then joined Atlanta-based law firm Powell, Goldstein, Frazer & Murphy, LLP (now Bryan Cave) before entering the financial planning field in 1986. He established JOYN in 1991.
David has been consistently named as one of Barron’s top financial advisors in the U.S. and in Georgia (2009-2012, 2014). In 2009, he received the prestigious Turknett Leadership Character Award. In 2011, The Atlanta Business Chronicle named JOYN one of the top wealth management firms in Atlanta.
David’s articles and posts have appeared in numerous publications including The New York Times, The Wall Street Journal & The Huffington Post. In 2012 he published “Wealth and Happiness: Using Your Wealth to Create a Better Life.” The book delves into the impact of Behavioral Wealth Management’s concepts.
An in-demand speaker both in the United States and internationally, David enjoys sharing his wealth management philosophy through professional engagements and workshops.