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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
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 ubs.com/us/en/designation-disclosures.
Education
Credentials
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.
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 ubs.com/us/en/designation-disclosures.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
