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Ed specializes in protecting and preserving family wealth and partnering with Estate attorneys, CPAs, and Trust Officers to help mitigate taxes and eliminate probate fees. Ed joined the firm in 1991, and advises some of the firm’s highest net worth private clients and addresses their complex planning. Ed has a Master’s of Science in Financial Services and numerous professional designations. Ed has established key relationships with various resources of the firm and its outside network of expert professionals. Series 7, 26, 63, 65.
AR Insurance Lic# 1987593; CA Insurance Lic # 0C27802
I am licensed and registered to offer products and services in RI. Licenses and registrations will vary.
Domiciled in RI.
Check the background of this investment professional on FINRA’s BrokerCheck