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...

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Roc has nearly 20 years of experience in the financial services industry and has dedicated his career to helping individuals live comfortably in retirement He works with individuals and families on their financial planning and complete...

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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...

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