For over two decades I have helped clients address their financial concerns and develop sound strategies by focusing on everyone’s specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve.

With the help of my team, I do more than provide investment advice to the average investor. My team of experienced professionals helps ensure clients receive efficient, friendly service. Each team member has a defined role based on their professional strengths, which we believe complement one another to support clients' needs in the most effective manner. Throughout life changes, as well as market fluctuations, we will coordinate the investment planning process with you. We take great pride in being there with our clients, every step of the way.

By focusing on each investor's individual goals and dreams, my team and I work with our clients to develop strategies with the goal of maximizing investment potential while minimizing risk. Ultimately, we strive to provide every client with targeted, comprehensive financial advice and investment planning - delivered with the highest level of personal and professional integrity.

Ed brings more than 20 years of experience in the Financial Services Industry. He specializes in Investment Planning and Management for individuals and families. Prior to joining Steward Partners, Ed was a Financial Consultant with Wells Fargo Advisors and a Financial Advisor with Merill Lynch.

Ed began his professional career in the military where he served as a Chief Warrant Officer Blackhawk Helicopter pilot in the United States Army. He received a Bachelor of Science degree from the Florida Institute of Technology, his MBA from Regis University, and has obtained his CERTIFIED FINANCIAL PLANNER™ certification.

Away from the office Ed and his wife Noelle stay busy with their two sons Jack and Cole, and enjoy all types of outdoor activities. Ed is an avid soccer fan and was a member of the 1988 NCAA Division II National Championship team.

Alice joined Steward Partners in 2021 as a Senior Registered Client Administrative Manager and Partner. Alice brings a wealth of knowledge of the financial industry after almost 20 years in the business.

She began her career in 2005 as a Financial Advisor with MetLife where she specialized in working with teachers and the parents of disabled children helping them plan for retirement. Later, she transferred to SunTrust Bank as a licensed banker where she assisted clients in growing and protecting their assets by helping to develop a plan for them. Alice transitioned to Wells Fargo, as a Client Associate and Regional Support Specialist. There she not only supported several financial advisors and their clients but was a leader, trainer, and a great resource to other assistants and management.

At Steward she is a key point of contact for clients and is always striving to ensure a positive client experience as she handles day-to-day administrative, operational, and trading needs in a timely and accurate manner. Clients rely heavily on Alice’s in-depth knowledge and experience as do her Financial Advisors.

She grew up in Florida where she graduated from the University of Florida. She is married with one son. She loves to take hikes or relax on the beach, preferring the Caribbean where you can see what you are swimming with. She also enjoys Karaoke, dancing and tasting new wines at the local wineries in Virginia.