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Edward Barnes is listed as Helping manage assets for people aspiring to a work-optional lifestyle at BLBB Advisors, LLC, a company with 22 employees, based in Montgomeryville, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Edward Barnes.
Edward Barnes previously worked as Financial Advisor & President, BLBB Plan Services at Blbb Advisors, Llc and President at The Gwynedd Company (Joined With Blbb Advisors). Edward Barnes holds Bba, Accounting from Fox School Of Business At Temple University.
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Over 40 years of experience in financial services has enabled me to profoundly understand what people want in a trusted advisor. I help my clients piece together all their financial puzzle pieces in a way that enables them to achieve their life goals. My approach drives positive outcomes that are based entirely on uniquely designed processes which include: investment advisory services, financial planning, 401(k) plans, pension programs, and non-qualified deferred compensation plans.I am delighted to be a mentor to other BLBB financial advisors, helping them navigate the wide variety of retirement plan services best suited for their business owner and entrepreneur clients. In addition, I help many corporate and not-for-profit clients through advisory and education services for them to properly offer and maintain retirement plans for their employees. I was the President and CEO of the Gwynedd Company for 24 years before the company, as a whole, joined BLBB in 2019. As an Investment Advisor Representative, I grew the Gwynedd Company to over $100 million in assets under management.Outside of the office, I enjoy spending time with my wife, Pam, and family, spoiling my nine grandchildren, and playing golf. I am also a Board Member of the Delta Community Supports, Inc., Member of the Young Life Liberty Region, former member of the Upper Dublin Board of School Directors, and former Board Chair for the New Life Thrift organization.
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Montgomeryville, PA
Founded in 1964, BLBB is an independent, employee-owned, fee-only, multi-custodial financial advisory firm providing fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners. We believe financial planning and asset management are dynamic, life-long processes designed to accommodate unique.
Lansdale, PA
Other employees you can reach at blbb.com. View company contacts for 22 employees →
Gina Brown
Colleague at Blbb Advisors, Llc
Ambler, Pennsylvania, United States, United States
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Brian Gallagher
Colleague at Blbb Advisors, Llc
Philadelphia, Pennsylvania, United States, United States
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Shelley D'Imperio
Colleague at Blbb Advisors, Llc
Montgomeryville, Pennsylvania, United States, United States
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BG
Brian Gallagher, Cfp®
Colleague at Blbb Advisors, Llc
Philadelphia, Pennsylvania, United States, United States
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RP
Ryan Piesla
Colleague at Blbb Advisors, Llc
Greater Philadelphia, United States
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Thomas Cabulis
Colleague at Blbb Advisors, Llc
Glenside, Pennsylvania, United States, United States
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W. Dean Karrash
Colleague at Blbb Advisors, Llc
Montgomeryville, Pennsylvania, United States, United States
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MT
Michelle Tully
Colleague at Blbb Advisors, Llc
Southampton, Pennsylvania, United States, United States
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JG
Julie Gouveia
Colleague at Blbb Advisors, Llc
Greater Philadelphia, United States
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Ada Lubanski, Cfp®, Rssa®
Colleague at Blbb Advisors, Llc
Greater Philadelphia, United States
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Quick answers generated from the profile data available on this page.
Edward Barnes works for BLBB Advisors, LLC.
Edward Barnes is listed as Helping manage assets for people aspiring to a work-optional lifestyle at BLBB Advisors, LLC.
Edward Barnes is based in Montgomeryville, Pennsylvania, United States while working with BLBB Advisors, LLC.
Edward Barnes has worked for Blbb Advisors, Llc, The Gwynedd Company (Joined With Blbb Advisors), Partnercare, Novacare, and Shared Medical Systems.
Edward Barnes's colleagues at BLBB Advisors, LLC include Gina Brown, Brian Gallagher, Shelley D'Imperio, Brian Gallagher, Cfp®, and Ryan Piesla.
You can use AeroLeads to view verified contact signals for Edward Barnes at BLBB Advisors, LLC, including work email, phone, and LinkedIn data when available.
Edward Barnes holds Bba, Accounting from Fox School Of Business At Temple University.
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