Leveraging over six years in the financial sector, Edward “Ed” Marsi is a Senior Financial Consultant with TD Ameritrade who manages investment portfolios for high net worth individuals and families. In addition to establishing investment strategies for his clients, Edward Marsi works diligently to help them understand the finer points of their portfolios and their retirement picture. Well prepared for this role, he previously worked as an education counselor and was tasked with helping clients grasp different investment instruments such as options, futures, and Forex.
Edward Marsi holds FINRA Series 7 and Series 66 licenses and is attending the College of Financial Planning to earn Chartered Retirement Planning Counselor designation. He also regularly attends the annual Institutional Investment Conference. Prior to joining TD Ameritrade in 2012, he served as a Regional Sales Executive with Onset Financial, where he worked alongside CEOs of Fortune 100 and 500 companies to support capital-growth initiatives. Ed Marsi previously worked as a automobile salesman with Lyon-Waugh Auto Group and as a Kitchen Manager with 99 Restaurant. He holds a diploma from Lynn Vocational Technical Institute and completed business courses at Middlesex Community College.