As a financial advisor for over twenty years, Edwards leads the Katz Wealth Management Group. As a financial advisor and CERTIFIED FINANCIAL PLANNERTM practitioner, he coordinates both the planning and the investment management efforts of our team. Edward has been recognized as a Premier Advisor from 2011-2023. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients.
He has been with the same firm for his entire career. He is an Atlanta native, where he attended The Lovett School. After graduating from University of Pennsylvania on a Navy ROTC scholarship, Edward was commissioned as a naval officer and services on the USS Wichita in San Francisco. He completed his tour of duty as a Lieutenant. Edward and his wife Lisa, a native of Winston-Salem, NC, are the proud parents of twin boys, Alex and Henry, and a daughter, Catherine.
In his free time Edward enjoys cycling, taking his kids camping and playing guitar in his neighborhood rock band.
Named to Forbes "Best-in-State Wealth Advisors" list in 2021 and 2022
The Forbes Best-in-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.