Ed has been in the financial services industry for 35 years. In 2010, Ed obtained the title of Wealth Advisor. Also in 2010, Ed attained his Portfolio Manager title through UBS's Portfolio Management Program.  In order to maintain his numerous licenses, he attends a minimum of 35 hours of continuing education classes per year.

Ed spent four years as a Trust Officer with one of the nation's largest banks before joining forces with Mitch in 1993.  Ed has extensive training in estate planning and wealth management.  His team manages a diversified base of clients that varies from wealthy families to institutions, foundations, private schools, associations, and corporations in Central Florida.

Ed was born and raised in St. Louis, Missouri. He attended Florida State University in their honors program, and graduated magna cum laude with a B.S. in Business.  Ed has been married for 27 years to Janet and they have one child, Clay, who is 25. Ed enjoys competitive tennis and scuba diving with Janet and Clay.

• Wealth Advisor, 2010
• Portfolio Manager, Portfolio Management Program, 2010
• B.S. in Business, Florida State University, Honors Program, graduated magna cum laude

• FINRA Series 7, General Securities Representative
• FINRA Series 31, Futures Managed Funds Examination
• FINRA Series 63, Uniform Securities State Agent
• FINRA Series 65, Investment Advisor Representative
• Life Insurance and Variable Annuity Licensed

AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV, WY