Experience Makes all the difference

At Edgewater Wealth Management, we've continually strived for over 20 years to make a meaningful difference in our clients' financial lives.

We came to our profession with a decidedly unique perspective. Our career paths began at one of the most respected investment management firms in the nation where we acquired a strong understanding of the science and nuances of asset management. Today, we leverage that knowledge on behalf of all the clients we are privileged to serve. Our ability to better evaluate the capabilities and performance of asset managers adds exceptional value to our client experience.

Our wealth management approach is thoroughly proactive and we build portfolios designed to meet our clients' unique objectives and risk tolerances. It's a time-tested, disciplined approach to wealth management that has skillfully guided our clients through two of the best and worst market cycles.

Charles McCool

Senior Vice President - Wealth Management
203-291-1090

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Charles began his career in financial services with Sanford Bernstein as a Financial Advisor in 1999. Focusing on client issues, the Edgewater Group, offers asset allocation, investment management, and related services. Joining UBS in January 2009, he serves as a Senior Vice President. Charles was awarded a B.A. in Economics from Boston College. He has also earned the Series 7, 31, 66 securities licenses, as well as Life and Health insurance licenses. Charles is actively involved in his community, he serves as a Board Member and Past President for the Juvenile Diabetes Research Foundation in Fairfield Cnty, CT. Charles was recognized in Connecticut Magazine as a 2019 5 Star Wealth Advisor.


Registered States:
CA, CO, CT, DE, FL, GA, IL, MA, MD, ME, NJ, NY, OK, PA, RI, SC, TX, UT, VA, VT, WA


Kristin Bloom

Senior Vice President - Wealth Management
203-291-1089

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Kristin began her career in financial services with Sanford C. Bernstein as a Financial Advisor in 1998.  Joining UBS in 2009, she serves as a Senior Vice President in the Westport, CT Office. Kristin was awarded a Bachelor of Science from University of Massachusetts Amherst. She has also earned the Series 7, 31, 63, 65 securities licenses, as well as Life and Health insurance licenses. She was recognized by Working Mother Magazine in 2018 and 2019 as a Top Wealth Advisor; by Connecticut Magazine as a 2019 5 Star Wealth Advisor; and by Forbes as a Top Women Wealth Advisor in 2020.


Registered States:
CA, CO, CT, DE, FL, GA, IL, MA, MD, ME, NJ, NY, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA


Angela M. Kelly

Registered Client Service Associate
203-291-1088

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Angela began her career in financial services with Merrill Lynch in 2004 as a Client Associate. She relocated from the Midwest to the East Coast in 2006 and shortly after she joined UBS and is a Senior Registered Client Service Associate. She has both the Series 7 and 66 securities licenses.


Registered States:
CO, CT, DE, FL, GA, IL, MA, ME, NJ, NY, OK, RI, TX, VA


Emma Rose Leibell

Client Service Associate
203-291-1092

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Emma graduated in May of 2019 with a degree in finance from the University of Connecticut. In August 2019, she joined Edgewater Wealth Management as a Client Service Associate. Emma is in the process of sitting for her registration exams, and has passed the Securities Industry Essentials exam and the Series 7 exam.


Registered States:
CO, CT, DE, FL, GA, IL, MA, ME, NJ, NY, OK, RI, TX, VA