The right path toward retirement

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Father and daughter

Edwin LeMasters

Senior Vice President–Wealth Management

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.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • B.S, Business, Magna Cum Laude, Florida State University


  • Portfolio Manager
  • Wealth Advisor
201 North New York Ave
Winter Park, FL 32789
  • (407) 618-7900

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