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Ed’s passion and priority are helping Pennsylvania State Education Association (PSEA) members and their families plan for retirement. Working with faculty members and administrators allows him the opportunity to help them plan for the future. By getting to know each one of his client’s individually, Ed can help his clients evaluate their investment and retirement planning need based on their objectives.
“Since 1974, PSEA has endorsed Kades-Margolis as its exclusive marketer of retirement planning and” investment products,” said Ed. “This endorsement should give you the assurance that I am providing you high-quality products and services.”
Ed is a Registered Representative of GWN Securities, Inc., an independent registered broker-dealer. He is also separately licensed to offer life, health and accident insurance. Ed offers full-service investment planning to help individuals meet their retirement needs. Ed joined Kades-Margolis in January 2010. He has been in the industry since 1999. His experience in wealth management and retirement planning was the key to him joining Kades-Margolis.
Ed also has a strong background in compliance issues, having served as Chief Compliance Officer at his former firm. Ed holds a Bachelor of Science Degree in Business Administration with a minor in Marketing as well as a Master of Science Degree in Health Administration.
He is a graduate of King’s College with a Bachelor of Science Degree in Business Administration. He also earned a Master of Science Degree in Health Administration from Wilkes College.
Special Interests & Affiliations
Ed is a past Chairman of the Wyoming Valley CYC Board of Directors. He also is involved in several other organizations, including Coordinated Child Care, Little Theatre and KISS Theatre. He is a PIAA Basketball official since 1983. In his leisure time, Ed enjoys golfing, officiating and theatre arts, especially watching his children perform on stage.