Originally from Baltimore, Ed draws upon his 17 years of experience as an investment advisor when serving his clients. From financial planning to comprehensive portfolio management, Ed helps investors navigate the myriad of available investment options with quality service and a personal commitment.
After 6 years with Morgan Keegan & Co, he joined Raymond James in 2012 through the merger of the two brokerage 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 Western Maryland College, the CERTIFIED FINANCIAL PLANNER™ certification, the Retirement Income Certified Professional® designation, Series 7 (General Securities Registered Representative), Series 24 (General Securities Principal), Series 31 (Futures Managed Funds), Series 63 (Uniform Securities Agent), and Series 65 (Uniform Investment Advisor). Additionally, Ed holds Insurance Licenses with the States of Maryland, Georgia, and Virginia.
Ed recently returned to Maryland from Georgia, and currently lives on Kent Island with his wife of 16 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.
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.