George M. Groome, MSFS

Emeritus

In 1974, George M. Groome joined Colton Groome & Company and has served as its President & CEO for over 30 years. He brings more than 40 years of financial service experience, technical expertise and management to the firm. George has been in the unique position to have worked with the 3rd and 4th generation of clients. The real world application of seeing Financial Plans through every stage of execution allows him to mentor Colton Groome team members so they can be the beacon of light to guide clients towards opportunities and avoid dangers.

An Asheville native, George graduated from UNC Chapel Hill with a Bachelor of Science in Business Administration. He is a Chartered Financial Consultant® and a Chartered Life Underwriter®, and holds a Master of Science in Financial Services from The American College.

During his career, George has been an active supporter of many community organizations including United Way, UNC Asheville, YMCA of Western North Carolina, and the Asheville Area Chamber of Commerce. He also served as President of the Asheville Association of Life Underwriters and Western North Carolina Society of Chartered Financial Consultants and Chartered Life Underwriters. He co-founded the Land of the Sky Estate Planning Council as well as the UNC Asheville Family Business Forum.

George M. Groome,
MSFS

Emeritus

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Colton Groome Financial
​1127-B Hendersonville Rd.
Asheville, NC 28803
Tel - (828) 252-1816
Fax - (828) 254-5895
info@coltongroome.com

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

This testimonial was provided by current client. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.

Fee-based Financial Planning and Asset Management Services offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome Financial, and Colton Groome Financial Advisors, LLC are separate entities from Valmark Securities, Inc.

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