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.
Top 1,200 Advisors: Advisors are ranked and organized on a state-by-state basis. Barron’s rankings for 2022 were published in March of each award year based on the previous year’s September 30th data, including 1- and 5-year periods.
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