With over 25 years of experience in the financial services industry, Eddie has dedicated his career to helping individuals and families navigate the evolving stages of wealth management. He specializes in developing personalized, comprehensive investment strategies designed to preserve and grow wealth through all market conditions. His professional designations, RICP® (Retirement Income Certified Professional) and CPFA® (Certified Plan Fiduciary Advisor),reflect his deep expertise in retirement planning and his commitment to helping clients generate sustainable income throughout retirement.
Eddie is known for building long-term, trust-based relationships with his clients, prioritizing clear communication and accessibility. He believes that informed clients make better financial decisions, and he works closely with each client to create tailored plans that reflect their goals and values. His interactive approach isgrounded in asking thoughtful questions and truly listening in order to help clients feel confident in their financial futures.
Eddie’s dedication to the Lung Association is deeply personal: he serves in memory of his father, who passed away from COPD in 2014, and his mother, who passed away in 2022.He has just concluded his terms as Chairman of both the Orlando Board and the Southeast Regional Board of Directors for the American Lung Association. During his tenure, he was honored as the 2022 Southeast Region Board Member of the Year.
