Profilo

Mr. Edwards has many years of experience in the development and application of financial, estate, and investment plans for individuals, families, and businesses.
He began his financial services career as a stock broker with Merrill Lynch and he later established an investment and insurance firm affiliated with New England Life.
Prior to joining Oaktree in 2007, he served as a client financial advisor for a major private bank in Palm Beach, Florida.
He earned his BA degree from the University of North Carolina at Chapel Hill and an MBA from the Andreas School of Business at Barry University.
He is Vice President of the East Coast Estate Planning Council in West Palm Beach and he serves on the Major Gifts Committee of the Boy Scouts of America.
He and his wife live in Palm Beach Gardens, Florida.

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Presidente 31/12/2008
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