Let's move forward. Together.

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.

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Edward Snyder

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award 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 ubs.com/us/en/designation-disclosures

Education

  • B.A., Malone College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220
  • (614) 793-3198

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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