Ed Plotkin

Edward Plotkin,

CWS®, CEPA® Private Wealth Advisor Senior Vice President, Investments

With over 25 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. He believes his unique perspective and background in private banking allow him to effectively serve the private wealth management needs of a variety of high-net worth clients, including privately held business owners and their families, corporate executives and entrepreneurs.

Ed has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests.

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 act as a financial advocate for his clients to help build and preserve their wealth, the wealth they need to fully enjoy life and the things that matter most to them.

Originally from St. Louis, Ed resides in Scottsdale with his wife, Ruth, and their three adult sons. When he’s away from the office he enjoys swimming, 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.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Raymond James is not affiliated with the above organizations and/or charitable causes.