Geraldine Raymond

Geraldine Raymond

Investment Coordinator

Geraldine joined Tupler Financial in 2024; she began her career in the financial services industry by focusing on portfolio management for Merrill Lynch Trust Company and later for BlackRock’s Private Investors SMA Group, including a role as head of the Core Portfolio Team.  She has a keen interest in the markets and how best to help clients with their financial future, as well as understanding their individual needs and risk profiles. 

She completed the Financial Planning certificate program at Fairleigh Dickinson University. This led to her passing and attaining the CERTIFIED FINANCIAL PLANNER™ certification. She also holds the Chartered Retirement Planning Counselor® designation; and is a member of the Financial Planning Association.  Geraldine is a graduate of the Pennsylvania State University.

Geraldine lives near New Hope, Pennsylvania; her hobbies include tennis, gardening, cooking, crossword puzzles and an occasional Zumba class.