Ed, in his eleventh year in the financial services industry, comes to Williamson Wealth Group from Morgan Stanley Smith Barney. He holds Series 7 and 66 Securities Registrations and Life, Health, Variable Annuity Insurance and Long Term Care licenses. His focus is establishing and building client relationships by providing client focused investment and retirement planning. Ed offers clients sound investment counsel based on research, intellect and hard work. Whether you are beginning a relationship with our practice or broadening an existing one, we think you'll see that we offer distinct perspectives to you as an investor. Ed graduated from Ithaca College with a B.S. in Health Care Administration and he received his MBA in finance from the University of North Carolina Chapel Hill. He received his CRPC® designation in 2011.
Ed, originally from Connecticut, has lived in Concord with his wife Amy, originally from Albemarle, and their two sons since 1990. He served as a member of the Institutional Review Board at Northeast Medical and serves on the Cabarrus County Adult Care Home Community Advisory Committee. When not working with clients Ed enjoys biking, hiking, gardening, hosting his annual charity bocce tournament, this year raising money for Meals on Wheels, and rooting for the Panthers.
*Raymond James is not affiliated with and does not endorse the opinions or services of independent organizations named herein.