Ernest George (CFP®, CLU)

Ernest George focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Ernie entered the financial services business in 1974 in Starkville after graduating from Mississippi State University. He has served as a board member of the Society of Financial Services Practitioners (formerly the American Society of CLU® and CHFC®), Financial Planning Association (formerly the International Association for Financial Planning), Northeast MS Planned Giving Council, and the MS Estate Planning Council.

Ernie has written numerous articles in industry publications while serving on the editorial board of Financial Services Advisor magazine. He was selected by Goldine Research as one of the leading Wealth Managers of the Southeast United States (published in Forbes Magazine). Ernie is also listed in Who's Who in Finance and Industry and Who's Who in America.

He was accepted for membership in the National Association of Personal Financial Advisors (NAPFA) in October 2014. Membership in NAPFA is available to Fee-Only financial advisors who meet NAPFA's stringent membership qualifications.

Ernie is involved in local community activities, having served on the boards of Rotary, Starkville Academy, Public Library, the Boy Scouts, and the Chamber of Commerce. At First Presbyterian Church, he served as a Deacon, Elder, and Sunday School teacher.

NAPFA Start Date

February 10, 2015

This Office

102 S Jackson St P.O. Box 963 Starkville, MS 39759-2902 Phone: (662) 323-8045 Fax: (662) 323-8030