Ed Iannone, CFA, CFP®

Experience

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  Salomon Smith Barney

  Feb 1993 - Mar 2000

  Equity Trader
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  JP Morgan

  Mar 2000 - Sept 2001

  Vice President
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  Cantor Fitzgerald

  Oct 2001 - Jan 2010

  Partner - Senior Vice President
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  Sterne Agee & Leach

  Feb 2010 - May 2013

  Senior Vice President
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  Merrill Lynch Wealth Management

  Jun 2014 - now

  Senior Financial Advisor, Vice President

  Clients come first at Merrill Lynch Wealth Management. We'll collaborate closely with you to fully understand the various aspects of your financial life and what matters most to you. Once I know your unique needs and priorities, I'll focus on helping you pursue the goals you've set for yourself and your family.You can expect thoughtful advice and guidance as well as access to the investment insights of Merrill and the banking convenience of Bank of America. It's about you, your aspirations and your legacy.Career Highlights:• 20+ years of financial services experience• Chartered Financial Analyst® (CFA®) designation• CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner• Member of the National Association of Divorce Professionals (NADP)• Series 7, 24, 55, 63 and 66 FINRA RegistrationsPrior to coming to the financial services industry, I was commissioned as a Naval Officer and served aboard the destroyer USS Barney. I received my Bachelor's degree from the U.S. Naval Academy, Annapolis, MDI take an active role in my adopted hometown, Westport, CT, having served on the Board of Finance, and currently serving on the Parks & Recreation Commission, PAL Lacrosse Board, coaching youth lacrosse and supporting other not-for-profits in the town where I live with my wife and three children.*Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. Show less