Experience and Education

Eddie provides personalized wealth management solutions for affluent families, individual retired clients, corporate executives and business owners. He works with clients to design, implement and monitor customized plans to help them reach their goals. He also provides directional leadership to the advisors and associates in our Scottsdale, Arizona, office.

Eddie has more than 20 years of experience as a financial advisor and portfolio manager. Prior to joining Mariner, 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.

Accolades

Eddie was named to Barron’s Top 1,200 Advisors list, ranking #7 in 2023 and #19 in 2022 in Arizona.

Eddie’s Offices

Top 1,200 Advisors: Advisors are ranked and organized on a state-by-state basis. Barron’s rankings for 2022-2023 were published in March of each award year based on the previous year’s September 30^th data, including 1- and 5-year periods. No fee was paid for participation in the rankings; however, some advisors have paid a fee to receive expanded profile features on the ranking website.

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