Ed has over 17 years of experience of delivering financial planning and investment management services to clients. As a Certified Private Wealth Advisor® (CPWA®) professional and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, one of his main responsibilities is heading up the financial planning efforts for the entire group. He believes that wealth management is about more than just helping clients manage their money, it’s about helping them uncover what’s most important in their lives, prioritizing competing goals, offering guidance and creating the plan that leads to the life and legacy they’ve always imagined.

Experience to guide you forward
Ed’s experience in the critical areas of wealth management assists in developing proper investment management strategies that are aligned to clients’ goals and objectives. His other areas of focus include estate planning strategies, insurance, annuities, portfolio construction, and structured investments. Ed also works closely with the group’s retirement plan clientele by providing executive financial planning services.

Professional achievements and education
Before joining UBS Financial Services Inc., he earned his Bachelor of Arts degree in business administration, majoring in finance and economics from Malone College in Canton, OH. In an effort to expand his education in wealth planning for the benefit of clients, Ed earned his Wealth Advisor designation in 2012. He is also a Senior Portfolio Manager in the Portfolio Management Program for the group.

Making a difference in my community
Ed is actively engaged with various organizations in the Marysville area, including Fairbanks Local Schools Athletics, Marysville Junior Baseball and Softball Association, Marysville Mitts Travel Baseball, and Memorial Hospital.

Outside the office
Ed and his wife, Jody, reside in Marysville, OH with their three children: Max, Abigail, and Sam. He spends most of his time outside of work coaching youth sports, golfing, cooking, and enjoying time with family and friends.

• 2019 Forbes Next-Gen Best-In-State Wealth Advisor
• 2018 Forbes America's Top Next-Generation Wealth Advisor
• Pacesetter Club Level Award, UBS Financial Services Inc., 2006

• B.A. Malone College, OH

• Series 66, Investment Advisor Representative
• Series 7, General Securities Representative
• State of Ohio, Life, Accident. Health Insurance and Variable Annuities Licensed

• Reside in Marysville with wife and three children

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