Geoffrey Kraft is the Manager of Vision Brokerage Services’ (“VBS”) Florida branch office. Geoff is a business school graduate of top rated Lehigh University (Bethlehem, Pennsylvania) and a 30 year veteran in the securities industry. 18 of those years were spent in New York City working on Wall Street, followed by his permanent move to Miami Beach in May 2003. He has been with VBS for over 12 years.
Geoff is proud of his exemplary regulatory and disciplinary track record and history of handling retail clients for long, trouble-free tenures. He cares deeply about each individual client, is happy to do extra work and will always go the “extra mile” to help achieve desired results. In addition, he has keen insights into the markets from his vast experience, having spent eight years at municipal bond firms Monarch Financial and Emanuel and Co., being the referred broker for several options newsletters and advisories, starting several over-the-counter trading desks and having managed and mentored dozens of brokers. View Geoff’s most recent (CBS TV) interview.
Geoff is available to meet personally with each investor to recommend a suitable asset allocation and specific portfolio that caters to each person’s unique circumstances. Furthermore, it is Geoff’s ability to promptly meet his clients’ needs that has given him a clear advantage over competitors and a long-term reputation for honesty and integrity. In addition to his diverse experience, it is the level of attention lavished on customers that separates him from a typical wirehouse or standard discount broker. Geoff’s clients include other investment professionals as well as some well-respected business and public figures. Privacy is integral and his business has been built exclusively through referrals since the late 1980s.
Geoffrey Kraft, Managing Director
Products & Services
Vision Brokerage Services (“VBS”) is a FINRA member firm providing several services including broker-assisted accounts and access to investment advisory services*. With a full array of products and services including stocks, options, bonds, mutual funds and managed accounts, VBS is well positioned to help investors find the right mix of products and specific investments to help meet their financial needs.
- Separately managed securities accounts from a number of Registered Investment Advisors
- Fixed income products including investment grade corporate bonds
- Cash management services
- Mutual funds from over 80 fund families as well as 529 College Savings Plans
- Alternative investments including hedge funds, private equity investments, real estate investment trusts and more for suitable clients
- Trading platforms for self-directed traders
VBS is headquartered in Stamford, CT with several offices and dozens of Registered Representatives across the United States and overseas.
*Investment advisory services are offered through Vision Investment Advisors, LLC, a SEC registered Investment Advisory firm. Vision Brokerage Services, LLC is an affiliate of Vision Investment Advisors, LLC and under common ownership and control.
Check the background of this investment professional on FINRA’s BrokerCheck.