Edward “Ed” Marsi, an accomplished financial professional, remains committed to helping individuals and families make informed financial decisions with confidence. As vice president and financial advisor at Merrill Lynch since 2021, Edward Marsi works closely with clients to develop personalized financial strategies aligned with their long-term goals, emphasizing clear communication, disciplined planning, and strong client relationships, enabling them to navigate complex financial matters with greater clarity and peace of mind.
Before joining Merrill Lynch, Ed Marsi spent nearly nine years as a senior financial consultant at TD Ameritrade. He managed and expanded a client portfolio valued at approximately $350 million while adhering to rigorous fiduciary standards. Ed Marsi specialized in retirement planning, investment portfolio analysis, and comprehensive financial planning, helping families identify opportunities to strengthen their financial future. In addition to advising clients, he also served in the company's Education Division, teaching investors about financial markets, portfolio management, options, futures, and foreign exchange strategies.
Moreover, Mr. Marsi has earned several respected industry credentials and licenses, including the Series 7, Series 63, Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). His combination of technical expertise, relationship-building skills, and unwavering focus on client success continues to make him a valued advisor for families seeking long-term financial security.