With the knowledge that comes with more than 12 years of experience in the financial services industry, Ed helps investors navigate the myriad of available investment options with a high level of service and personal commitment.
From financial planning to comprehensive portfolio management, Ed strives to make recommendations that are made solely in the interest of providing a high value and benefit to you. Ed works hard to help you pursue your financial goals and reduce your risk.
At Raymond James, Ed has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he aims to answer promptly, completely and truthfully. He also strives to provide all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Ed joined Raymond James in 2023 after serving clients at Merrill Lynch. He is a two-time graduate of Boston University and received a Bachelor of Science degree in business administration, with a concentration in finance, and a Master of Science degree in financial economics.
Ed spent several years executing leveraged finance transactions and mergers and acquisitions with Bank of America and CW Downer & Co. Ed was also a member of the institutional investing group at Bain Capital. He lives in Westwood, Massachusetts, and has been married to his wife, Lauren, for 17 years. They have two children, Eric and Julia. When not in the office, Ed enjoys attending Eric and Julia’s various athletic events, mountain biking and spending time with his family on vacation somewhere with warm weather.
