Edward Wells CFF® CDFA®
Managing Partner
Edward has been managing client portfolios for over 28 years. He provides independent, personalized financial solutions to clients, their families, and businesses, striving to meet unique financial goals throughout all phases of life. Edward is committed to being there when changes occur and can tailor any ideas, suggestions, or alternatives to fit the client's needs.
Qualifications:
- FINRA General Securities Representative (Series 7) license
- Uniform Securities Agent State Law Exam (Series 63) license
- Uniform Investment Advisor Law Exam (Series 65) license
- New York State Life/Accident & Health Insurance license
- CFDA® Certified Divorce Financial Analyst
- CFF® Certified Financial Fiduciary
Edward is licensed to transact securities business in 25 states: AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, KS, MD, MA, MI, NV, NJ, NY, NC, OR, PA, TX, UT, VA, WA.
His focus and expertise cover various asset classes, including municipal and corporate bonds, stock equities, ETFs, and 401Ks.
An avid boater and native of the south shore of Long Island, Edward resides in Massapequa with his wife Melissa and daughter Riley.