Ed joined the firm in 2020 through the acquisition of StratWealth and is located in the firm’s Fulton, Maryland office. He is dedicated to helping clients meet their financial goals by using a holistic and customized approach to financial planning and investment management, while ensuring a high level of service and trust. Ed also provides fiduciary and risk management assistance to companies with qualified retirement/401(k) plans. He brings over 30 years of experience in the industry, most recently serving as Head of Business Development and a Senior Advisor for StratWealth.
Previous Experience
- Head of Business Development/Senior Advisor at StratWealth
- Senior Advisor/Foundation Financial Advisor at Commonwealth Financial Network
- Senior Vice President at Horan and Associates
- District Manager at American Express Financial Advisors
Education & Credentials
- BS, Penn State University, Economics
- Certified Financial Planner™ (CFP®)
- Certified Plan Fiduciary Advisor (CPFA®)
- Accredited Investment Fiduciary (AIF®)
- Series 65 License
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Center for Fiduciary Studies owns the mark AIF®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
