Ed brings readiness and speedy communication in his approach to financial services, striving to ensure that all of his clients’ concerns are addressed promptly and with a high attention to detail. He decided to join Raymond James after more than two decades in banking, bringing with him an excitement to help others without the pressures of corporate and stockholder interference.
His clients include people from all walks of life, regardless of their wealth as long as they show commitment to their financial futures and a mutual interest in their longevity and well-being.
Prior to joining Raymond James, Ed held positions at several other financial firms. He was a financial advisor for McDonald Investments, Edward Jones, Waddell & Reed and LPL Financial. He is a graduate of Southwest High School in San Antonio, Texas, as well as a member of the American Banker’s Association in Honolulu, Hawaii.
On a day-to-day basis, Ed builds and maintains long-lasting relationships with clients. He establishes time-tested financial strategies and educates clients while keeping them informed and engaged in the process of financial planning. His goal is always to help clients understand the purpose of wealth and how it contributes to the road map of their success.
Ed is an active member of his community. He has served community members by volunteering for various local positions such as budget committee member for the City of Medford, advisory committee chair for The Salvation Army, finance committee member for United Way, and audio and visual assistant for Mountain Church. His hobbies include golfing, bowling, hiking, water sports, snow skiing, gardening and cheering on the Dallas Cowboys.
Originally from San Antonio, Texas, Ed currently resides in Medford, Oregon. He has four adult children, Louis, Renee, Edward Jr. and Briyonna, as well as five grandchildren.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.