Edgar as part of the relationship management team handles a variety of tasks for servicing clients’ needs.  Our firm prides itself on offering best-in-class, personalized services and Edgar is a key contributor to that for clients. He strives to strengthen relationships and consistently deliver an excellent client experience.

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Edgar earned a Bachelor of Arts degree in Biology from Saint Anselm College. After graduating from college, Edgar spent a year and a half as a licensed insurance agent with Allstate before accepting a position in financial services at Merrill Edge. At Merrill, Edgar earned his Series 66 and Series 7 and worked at servicing clients with a wide variety of service needs and providing trading assistance. Edgar is bilingual, speaking both English & Spanish.