Designations and Licenses
Eddie maintains his life, variable life and variable annuity insurance licenses.
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 set goals and then designs, implements and monitors customized plans to help them reach their goals. In addition, he provides directional leadership to the advisors and associates in our Scottsdale 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 Merrill Lynch.
Eddie has a bachelor’s degree in accounting from Arizona State University.