Managing Partner, Agility Wealth Management
Financial Advisor, RJFS
With the knowledge that comes with more than 22 years of industry experience, Ed helps clients pursue their individual goals and dreams. A Chartered Retirement Planning CounselorSM, he offers personalized and tailored advice and is committed to providing responsive service. A U.S. Army veteran, his motto is service above self.
He began his industry career at UBS in 1999 and has served clients as a financial advisor at Wells Fargo Advisors and Ameriprise. He aligned with Raymond James and Agility Wealth Management, an Independent Practice, in 2021. He is a graduate of Flagler College, where he earned a B.A. in business.
Giving back to the community is a priority for Ed. He is a member of Rotary Club of West Jacksonville, the JT Townsend Foundation and Pine Castle, a nonprofit that empowers adults with intellectual and developmental differences. He is also a Fourth Degree member of the Knights of Columbus and a member of Legatus, an international organization of Catholic business leaders. He has helped sponsor the basketball team at Providence High School since 2013 and is a Veterans Treatment Court mentor.
Ed lives in Neptune Beach, his home since 2003. In his free time, he loves to travel, attend concerts and serve the community.
Raymond James is not affiliated with any organizations mentioned.