Experience and Education
As managing director, Eddie provides personalized wealth management solutions for affluent families, individual retired clients, corporate executives and business owners. He works with clients to design, implement and monitor customized plans to help them reach their goals. In addition, he provides directional leadership to the advisors and associates in our Scottsdale, Ariz. office.
Eddie has more than 20 years of experience as a financial advisor and portfolio manager. Prior to joining Mariner Wealth Advisors, he was a senior vice president and wealth advisor at Morgan Stanley, UBS Wealth Management and at Merrill Lynch.
Eddie has a bachelor’s degree in accounting from Arizona State University.
In 2022, Eddie was named to Barron’s Top 1200 Advisors by State list, ranking #19 in Arizona.
Barron’s publishes four financial advisor rankings each year: The Top 100, The Top 100 Women, The Top 100 Independents and The Top 1,200, in which advisors are ranked on a state-by-state basis. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. The award is not indicative of future performance and there is no guarantee of future investment success. Registration of an investment advisor does not imply a certain level of training or skill. For additional information visit www.barrons.com