Edmund Iannaccone, CFP^®, CPFA^®

Ed has been helping clients within the financial services industry since 1986. He has built up years of experience by starting as a management associate with Citibank, becoming a financial advisor with American Express Financial Advisors (now Ameriprise), and later joining Paine Webber, which became UBS Financial Services, Inc. He then went to Wells Fargo Advisors, LLC and in 2017, Ed and his team moved to Steward Partners Global Advisory, LLC and Raymond James. Through all his experience, Ed has been able to identify and refine different approaches to client service, which he has built into his own practice today. He brings a passion to the industry that is seldom felt by the individual investor. Ed believes in truly getting to know his clients by learning their relationship with money, building a relationship with them, and helping them achieve their financial goals. Clients of Iannaccone Wealth Management are listened to and cared for on a personal level. Ed learns about their past experiences, current situation, and future goals in order to properly design a personalized plan for every unique situation.