With over 23 years in the financial field, Ed specializes in providing clients with wealth guidance and private banking services* to help them pursue their short- and long-term financial goals. His unique perspective and background in private banking allow him to effectively serve closely held and family business owners, current and retired professional athletes, corporate executives and physicians. Ed offers investments and products to meet his client’s goals and needs while adhering to socially responsible investment principals. Ed’s approach is unique as he focuses on socially conscious and ethical investment strategies. He seeks to consider both financial return and social/environmental good to bring about social change.

Ed earned his bachelor’s degree in economics from the University of Arizona. Prior to joining Raymond James in 2018, he was senior vice president at BOK Financial. His belief in including his clients’ priorities, such as the aspirations they have for their families, into the investment planning process has enabled him to provide highly personalized services throughout his career.

Originally from St. Louis, Ed resides in Scottsdale, Arizona, with his wife, Ruth, and their children, Noah, Sam and Jason. He enjoys traveling, classic cars and wine tasting. An active member of his community, Ed has served as a financial advisor board member for the Scottsdale Healthcare Foundation. He’s also a former board member of Friends of Public Radio Arizona and a founding member of the National Association of Corporate Directors chapter in Arizona.

Private Banking Services are provided through Raymond James Bank, an affiliate of Raymond James & Associates, Inc.