Meet The Team

Focus and Expertise

Eddie strives to cultivate a personal relationship with  his clients and play a key role in each aspect of their financial lives.

He takes the time to learn what their specific goals are and develops a custom-tailored plan and investment strategy to help achieve them.

Eddie provides independent, unbiased advice in a cost-efficient manner.
 

Background and Credentials

Eddie is originally from Baltimore, MD and has lived in Charlotte area since 2008. He began his career in the financial services industry in 2006 with Morgan Stanley and has been with Wells Fargo Advisors since 2010.

Prior to his finance career Eddie served in the U.S. Marine Corps for six years. He has deployed to Iraq during the Iraqi Campaign taking part in combat operations and to Albania during the Kosovo Campaign taking part in security operations.

He holds a Bachelor’s degree in Finance from the University of Baltimore and a Master’s in Business Administration from the University of Maryland. He has a certificate in Financial Planning from the University of Georgia and passed the CFP^® board Examination in 2011 earning the CERTIFIED FINANCIAL PLANNER^® certification.

Eddie has been recognized as a Wells Fargo Advisors Platinum Council Advisor for years 2020-2025.

He has also been acknowledged as one of the Forbes Best in State Wealth Advisors for years 2024 & 2025.

Away from the Office

Outside of work Eddie enjoys spending time with his wife Jenn, son Brayden and daughter Reagan. They love being outdoors, travelling and experiencing new places together. In his free time Eddie enjoys skydiving as well as rock climbing and loves to scuba dive and surf whenever he is near the ocean.