Team

Ed founded ClientFirst Wealth Management, LLC. in 2007, after more than 23 years in the wealth management industry. Prior to launching ClientFirst, he spent 6 years as a Portfolio Manager and independent Branch Manager with Raymond...

Read more

Emerald Investment Partners (Cary, NC) Director of Operations 2013-2017 UBS Financial Services (Raleigh, NC) Registered Client Service Associate 2012-2013 UBS Financial Services (Baltimore, MD) Registered Client Service Associate...

Read more