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Michael Edwards
Wealth Advisor at Capital Guardian Wealth Management, LLC
Michael Edwards is a proficient Wealth Manager specializing in helping clients set and achieve realistic financial goals.
He employs a personalized financial strategy considering each client's unique situation, risk tolerance, and investment horizon.
With a focus on adapting to life changes, Michael educates clients on adjusting their investment plans during various life stages.
His expertise includes economic analysis, equity and fixed income investments, IRA's, 401k rollovers, REIT's, life insurance, and fixed/variable annuities.
Managing both international and domestic portfolios, he concentrates on global market investments with an emphasis on risk management and customized asset allocation.
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Location
Miami/Fort Lauderdale Area
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COO at Checchi Capital
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Managing Director - Head of Institutional Banking Lending
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See who you know in common with Michael