Financial Advisor, RJFS
A member of the financial services industry since 2006, Eddie works with a diverse group of clients with
complex financial needs. He ensures that his practice maintains alignment with the financial goals of his
clients by working alongside their CPAs and attorneys. This collaboration results in complete and
comprehensive solutions that incorporate all aspects of their complex financial lives. Before making any
important investment decisions, he seeks to fully understand his clients’ goals, needs and concerns.
Eddie holds an Accredited Asset Management SpecialistSM designation, earned and maintained through
a rigorous educational and ethical obligation. At his previous firm, Edward Jones, Eddie ranked in the top
1% of all advisors in assets managed at the firm. In 2018, he ranked No. 2 out of over 19,000 advisors,
growing his practice by more than $100 million in a single year. In his focused niche areas of clients,
Eddie has been able to help PGA Tour champions, NFL first-round draft picks and football champions, as
well as work alongside business owners who have successfully sold their private companies in
multimillion-dollar business transactions. By building his practice through developing relationships,
Eddie has had the good fortune to help people navigate through some of the most important decisions
in their financial lives, including the transition into and through retirement, and developing and
executing estate plans that have helped pass wealth from one generation to the next.
Outside of the office, Eddie serves on the boards of several charities, including Melvin’s Mission Possible
and the Brian Harman Foundation. He also enjoys water sports and outdoor activities with his wife,
Carrie, and their two children.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
Raymond James is not affiliated with any organization mentioned above.