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Ed Secrest Email & Phone Number
Co-Founder and Chief Strategy Officer
at
PlanSync AI
1 work email found
@sefgroup.com
2 phones found area 919
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Co-Founder and Chief Strategy Officer
Location
Durham, North Carolina, United States
Who is Ed Secrest? Overview
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Quick answer
Ed Secrest is listed as Co-Founder and Chief Strategy Officer at PlanSync AI, based in Durham, North Carolina, United States. AeroLeads shows a work email signal at sefgroup.com, phone signal with area code 919, and a matched LinkedIn profile for Ed Secrest.
Ed Secrest previously worked as President at Southeast Financial Group, Inc.. Ed Secrest holds Bachelor Of Arts (B.A.), Economics from University Of North Carolina At Chapel Hill.
Company email context
Email format at PlanSync AI
This section adds company-level context without repeating Ed Secrest's masked contact details.
{first_initial}{last}@sefgroup.com
86% confidence
AeroLeads found 1 current-domain work email signal for Ed Secrest. Compare company email patterns before reaching out.
Profile bio
About Ed Secrest
Southeast Financial Group is an independent, financial planning and investment management firm located in Raleigh, North Carolina. We manage around $200M for clients across the country.Our investment philosophy balances capital preservation with long term growth. We distinguish ourselves by taking a planning perspective with our clients and minimizing the downside risk of the portfolios we manage.For more information, visit us at www.sefgroup.com._______________________________________________________________________________Securities traded through Liberty Partners Financial Services, LLC; Office of Supervisory Jurisdiction (OSJ), 5060 California Ave, Suite 600, Bakersfield, CA 93309; phone 800-440-0442; Member FINRA/SIPC. Investment advice offered through Secrest Blakey & Associates, LLC d/b/a Southeast Financial Group, a registered investment advisor and separate entity from Liberty Partners Financial Services.
Current workplace
Ed Secrest's current company
Company context helps verify the profile and gives searchers a useful next step.
2 roles · 25 years
Ed Secrest work experience
A career timeline built from the work history available for this profile.
President
Current
Southeast Financial Group, Inc.
2001 - Present
~25 yrs 5 mos
2 education records
Ed Secrest education
Bachelor Of Arts (B.A.), Economics
FAQ
Frequently asked questions about Ed Secrest
Quick answers generated from the profile data available on this page.
What company does Ed Secrest work for?
Ed Secrest works for PlanSync AI.
What is Ed Secrest's role at PlanSync AI?
Ed Secrest is listed as Co-Founder and Chief Strategy Officer at PlanSync AI.
What is Ed Secrest's email address?
AeroLeads has found 1 work email signal at @sefgroup.com for Ed Secrest at PlanSync AI.
What is Ed Secrest's phone number?
AeroLeads has found 2 phone signal(s) with area code 919 for Ed Secrest at PlanSync AI.
Where is Ed Secrest based?
Ed Secrest is based in Durham, North Carolina, United States while working with PlanSync AI.
What companies has Ed Secrest worked for?
Ed Secrest has worked for Plansync Ai and Southeast Financial Group, Inc..
How can I contact Ed Secrest?
You can use AeroLeads to view verified contact signals for Ed Secrest at PlanSync AI, including work email, phone, and LinkedIn data when available.
What schools did Ed Secrest attend?
Ed Secrest holds Bachelor Of Arts (B.A.), Economics from University Of North Carolina At Chapel Hill.
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