Edward Marsi - Executive Financial Advisor and Consultant
Executive financial advisor and consultant Edward "Ed" Marsi serves as vice president and financial advisor at the Merrill Lynch Wealth Management office in Manchester, New Hampshire. Since assuming both capacities in January, 2021, Edward Marsi has guided individuals and families through wealth planning, retirement income planning, stock positions and traditional investments, and access to the Bank of America’s estate planning services.
Previously, Mr. Marsi held several positions at TD Ameritrade, including a six-month tenure as an education counselor in Draper, Utah, starting in March 2012, before moving to the Manchester, NH, offices in January 2013 as a business development specialist (BDS). His contributions, especially growing relationships with existing clients in northern New England and achieving consistent top-three countrywide BDS recognitions with approximately 300 percent of the quarterly target, led to his promotion to a senior financial consultant role in April 2014.
In addition to providing financial advice, Mr. Marsi worked in sales as a regional sales representative at Onset Financial from 2011 to 2012. He enjoys spending time with his family, traveling, cooking, attending concerts, and catching up on real estate industry trends and events. He regularly attends the Annual Institutional Investor Conference, which attracts pension fund managers, institutional investors, and real estate experts.
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Edward MarsiDanville, NH US