Ed’s passion for helping people with financial services started back in 2015 when he was a Relationship Manager for Bank of America. In 2017 he decided to make the shift from Bank of America to Visions Federal Credit Union as a Licensed Branch Employee (LBE) before transitioning to Branch Manager of the Washington Township office. Ultimately his desire to help others plan for their financial future led him back to his previous role as LBE, then continued on to become a Wealth Management Advisor with Visions Wealth Management.
Ed holds his Life & Health license, and various licenses with LPL Financial, including the Series 6, Series 7, Series 63, and Series 65. Due to his prior work experience, he provides a holistic view of his clients’ financial landscape. As a result, he identifies opportunities for investments and provides smart, tailored solutions to clients’ financial goals.
Ed has an approachable and friendly style, which allows him to have genuine relationships with his clients. Committed to providing comprehensive financial solutions, Ed takes pride in his attention to detail and communicates regularly with his clients.
Outside of work, Ed enjoys the outdoors, spending time with his dogs, playing the drums, and taking trips to Long Beach Island with his partner.