Eddie Knowles, AIF® BFA™
President / Wealth Advisor at Private Wealth Management & Consulting- Claim this Profile
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Bio
Credentials
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Behavioral Financial Advisor
Kaplan Higher EducationApr, 2019- Nov, 2024 -
Accredited Investment Fiduciary®
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Experience
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Private Wealth Management & Consulting
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United States
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Financial Services
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1 - 100 Employee
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President / Wealth Advisor
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2012 - Present
Holistic Wealth Management and Consulting services including, Executive Benefits, Retirement planning, Risk Management and Educational funding, to name a few. This is an independent financial firm office that lends a high level of service and attention to details while always putting the client first. The third party comments displayed are not verified, may not be accurate, and are not necessarily representative of client experience. Please click on the link to our website under the Contact and Personal Info tab for full disclosures Show less
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Regions Bank
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United States
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Banking
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700 & Above Employee
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VP Private Banking
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Aug 2004 - Sep 2012
Managed the Tallahassee market for Private Wealth Management.. Worked with clients on Lending, Banking ,and Investment needs. Managed the Tallahassee market for Private Wealth Management.. Worked with clients on Lending, Banking ,and Investment needs.
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AmSouth Bank
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Banking
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1 - 100 Employee
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Private Banker
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2004 - 2012
Wealth Management Private Banking Wealth Management Private Banking
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Feb 2000 - Aug 2004
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Education
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1998 - 2000
Florida State University - College of Business
BS, Marketing, Finance, -
Florida State University - College of Business
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