It may be true that one of the certainties in life is taxes, but working with a comprehensive financial professional can help you minimize your tax burden, no matter what stage of life you are in. Ed Jennings is the Partners Wealth Advisor to talk with for ideas on tax-efficient investing. He is well-versed on a variety of investment products, and focuses on creating an appropriate mix for each cast member he serves.
Some of the investments Ed provides guidance with include:
- Mutual funds
- ETFs (Exchange Traded Funds)
This combination of tax knowledge and finance skills helps Ed match a cast member’s investment goals with his/her comfort level with risk. He has worked with cast members in different stages of their career to help them figure out where they are today and where they want to be financially in the future. A cast member in retirement may need a portfolio that provides dividend income, while another cast member may be looking for a portfolio with strong growth potential. Whatever the objective, Ed takes the time to thoroughly understand his clients’ needs before making any recommendations.
Ed began his career as a financial advisor in 1997 with Morgan Stanley. He transitioned to Prudential Financial and Prime Capital Services before joining Partners Retirement and Wealth Management in 2011. He graduated from the University of Florida with a Bachelor of Science in Finance. His series 7, 63, and 65 registrations are held at LPL Financial.
Away from the office, you’ll likely find Ed shooting a mean game of pool or a mighty round of golf.