Client Success Manager
Ed is a Client Success Manager for Facet Wealth with over seven years of financial services and investment management experience. Prior to Facet, he provided financial services for both a large mutual fund company and a boutique firm, assisting families and individuals with their financial planning needs. Ed is a Chartered Retirement Planning Counselor (CRPC®) and holds multiple securities licenses. Ed’s primary focus is to seamlessly onboard clients to Facet. In his spare time, he volunteers at local events including helping Finance students at the University of Tampa.
Education: University of South Florida (BA)
"An investment in knowledge pays the best interest." - Benjamin Franklin
Get to know Ed
My lovely parents!
My cousin Marcel and I preparing the jet-skis for some fun in the sun
Some clay shooting fun in the Mojave Desert
Must have a cowboy hat to ride on the Saltwater Cowboy!
What four individuals, living or dead, would you like to eat dinner with the most?
Henry Ford, Albert Einstein, Nikola Tesla, Steve Jobs
What are you currently watching on Netflix?
Comedians In Cars Getting Coffee
What's your favorite movie?
Gladiator—Such an amazing movie!
If you could visit anywhere in the world you've never been, where would you go?
Madagascar—I want to see all the unique trees there and sightsee.