Ed has expertise in comprehensive financial planning services and is the syndicate coordinator for the Raymond James Boston branch. As a Chartered Retirement Planning CounselorSM, he has in-depth knowledge of the needs individuals face both before and after retirement, and provides sound counsel for a variety of important issues, such as sources of retirement income, employer-sponsored retirement plans, tax mitigation, retirement cash flow, asset management, estate planning and more. Ed works closely with clients to gain a complete understanding of their priorities before developing financial strategies that are tailored to their goals.
Before joining Raymond James, Ed was a branch manager at TD Waterhouse, and a financial advisor at UBS and Morgan Stanley. He earned a degree in marketing from Fairfield University and was awarded the Francis Ouimet Caddy Scholarship.
When he’s not in the office, Ed stays active coaching hockey and baseball. A native of Westwood, Massachusetts, he lives there with his wife, Rebecca, and their sons, James and Colin.