Investment Adviser Representative, Income Tax Consultant, and General Securities Principal

Pinnacle Taxx Advisors

Ed is a Partner at Pinnacle Taxx Advisors a Regional Income Tax and Accounting firm located in Hauppauge New York. Personal Income Tax Preparation Services are provided along with Tax Planning for both individuals and Trusts." We strongly believe our methodology of providing excellent income tax preparation goes hand in hand with proper education and understanding of your current financial situation. It is vital to successfully make prudent decisions concerning your financial future."

American Portfolios Financial Services

Ed's primary responsibilities include research, implementing and managing portfolios for individuals, families and Special Needs Trusts. Before joining American Portfolios Financial services in 2008, he was the managing executive for Pinnacle Taxx Advisors LLC, which was the largest advisor Group at Royal Alliance Associates managing over 75 Registered Representatives and overseeing over one Billion dollars of assets under management. Ed continues to manage and supervise both Registered Representatives and Managers at American Portfolios Financial Services. Being a manager and team leader Ed has created Sound Coaching and Consulting for Small Business, and Individuals. Ed's field of Study was Economics and Business with a minor of American History, which is his love and passion, at The State University of New York Collage at Oneonta

Ed has always been active in the community for the physically challenged. The Empire State Games for the Physically Challenged, The Special Olympics, The St James Challenger little league baseball League are just a few of the many teams and organizations Ed has been a part of for many years. Even though Ed previously sat on many advisory boards and committees, Ed prefers to spend his time " out on the field with the kids"

Ed has been published, and is an expert in the field of Special Needs Trust Planning and Investing for the disabled family member. " As the father of two wonderful daughters one being physically challenged, I made the decision to devote a majority of my time to help parents like myself plan for our special children's future to ensure the highest quality of financial life possible"

Ed is a native of Long Island and lives with his family in the lovely hamlet of St James on the north shore. Ed loves to deep-sea fish, golf, mountain bike, downhill ski, and hopes one day to pilot a small plane.