The Edwards & Zuniga Wealth Management Group of Wells Fargo Advisors

Jose is originally from Peru, South America.  He received his degree in Mechanical Engineering in Peru, and his MBA from Rollins College, Winter Park, Florida.  His concentration was in Finance, with specialization in asset allocation and portfolio management. Jose is a CERTIFIED FINANCIAL PLANNER® professional to help serve his clients better.

As a Senior Vice President - Investments, Jose seeks to create, expand and preserve, his clients’ wealth, with most tax-efficient distributions. 

Jose conducts comprehensive interviews to assess clients’ current financial situation, risk management, financial goals and aspirations.  The process aims to create a well-balanced investment plan, designed to create a blend of profit and protection. Retirement Plans, College Saving Plans and other significant wealth management issues are addressed.

Supported by Wells Fargo Advisors infrastructure and experts, Jose submits a comprehensive Plan.  This planning process considers but does not restrict to the following elements:

1. Investment Planning encompasses an in-depth review of your investments, liabilities, insurance, retirement plans, stock options, business succession plan, gifting to children, gifting during lifetime and at death, plan of distribution at death, durable power of attorney, titling of assets, and selection of trustee.  Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
2. Portfolio Analysis based on a well-diversified and properly correlated asset allocation according to your risk tolerance, time horizon, tax sensitivity, and liquidity needs.
3. Investment Selection considering the most suitable investment vehicles that fit your particular financial situation.
4. Communication, based on performance reviews, and rebalancing of your investments, in order to maintain a strategy with a clear understanding of your current positions.

Moyra Edwards was born and raised her first 6 years of age in Lima, Peru, when she came to the U.S. with her parents starting all her schooling in Florida.  She earned her degree in Finance with a concentration in Certified Financial Planning from Stetson University in DeLand, Florida. She brings a fresh perspective, strong academic foundation, and genuine passion for helping others achieve their financial goals.

As a Senior Financial Advisor, Moyra works alongside with Senior Financial Advisor Jose Zuniga Becerra, prospecting, gathering her own clients and collaborating with him to provide comprehensive financial solutions tailored to each client’s unique needs. Her education and training have helped equip her with a solid understanding of wealth planning principles, and she is committed to continually expanding her knowledge and expertise within the financial services industry.

One of Moyra’s primary focuses is helping clients clearly define their investment objectives while helping to ensure those goals align with their risk tolerance and overall investment plan. She believes in educating clients so they can make informed decisions and maintain realistic expectations based on their individual circumstances, financial goals, and risk profiles. Moyra is passionate about building meaningful relationships and providing thoughtful guidance that helps empower individuals and families to pursue long-term financial success.

Outside of her professional career, Moyra is an alumna of Alpha Kappa Psi, the professional business fraternity. She is also an active member of Discovery Church, where she enjoys serving, participating in church activities, and building lasting relationships within her faith community.

In her personal time, Moyra enjoys expressing her creativity through hobbies such as nail artistry and jewelry making. She is also passionate about sports and fitness, particularly soccer and weightlifting, and values maintaining an active lifestyle. Above all, Moyra treasures spending quality time with her husband, Brandon, and her son Samuel, whether exploring the outdoors or simply enjoying a relaxing day at home.