Ed Holton
Edward P. Holton Investment Portfolio Analyst

Ed applies his more than 15 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, he makes it his mission to serve our clients at the highest level.

He is always eager to help the individuals and families our team serves. He makes it his goal to help clients understand their money is being well taken care of, and always endeavors to explain complex financial topics in a way that’s easy to comprehend.

Ed also assists our traders in transaction execution, allocation and analysis, and monitoring client holdings based on client needs. He holds Series 7, and 63 securities licenses, as well as his Virginia insurance license.

Ed lives in Randon, West Virginia, with his family. When not in the office, Ed enjoys golfing and cheering on the Capitals and the Orioles.