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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
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.
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
Financial Advisor
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.
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
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
