Originally from Baltimore, Ed draws upon his 21 years of experience as an investment advisor when servinghis clients. From financial planning to comprehensive portfolio management, Ed helps investors navigate themyriad of available investment options with unparalleled service and a personal commitment.
After 6 years with Morgan Keegan & Co, he joined Raymond James in 2012 through the merger of the twobrokerage firms. Prior to this, Ed spent 5 years as an advisor with SunTrust Investment Services in Atlanta,GA. Ed’s education and industry certifications include a Bachelors Degree in Economics from WesternMaryland College, the CERTIFIED FINANCIAL PLANNER® certification, the Retirement Income CertifiedProfessional® designation, Series 7 (General Securities Registered Representative), Series 24 (GeneralSecurities Principal), Series 31 (Futures Managed Funds), Series 63 (Uniform Securities Agent), and Series65 (Uniform Investment Advisor). Additionally, Ed holds Insurance Licenses in various states, and is acurrent member of the Raymond James Leaders Club.*
In 2013, Ed returned to Maryland from Georgia, and currently lives on Kent Island with his wife of 20 years,Lisa, their two daughters, Isabella and Abigail, and their yellow Lab, Recruit. In his free time, this former U.S.Marine enjoys hunting and fishing, and anything else that gets him out into the woods or onto the water.
*Membership is based on assets under management, education, credentials and fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.