Eddie Knowles, Aif® Bfa™

Eddie Knowles, Aif® Bfa™ Email and Phone Number

President / Wealth Advisor at Private Wealth Management & Consulting, LLC @ Private Wealth Management & Consulting
Eddie Knowles, Aif® Bfa™'s Location
Tallahassee Metropolitan Area, United States, United States
Eddie Knowles, Aif® Bfa™'s Contact Details

Eddie Knowles, Aif® Bfa™ work email

Eddie Knowles, Aif® Bfa™ personal email

n/a

Eddie Knowles, Aif® Bfa™ phone numbers

About Eddie Knowles, Aif® Bfa™

As a Wealth Advisor, Accredited Investment Fiduciary, and Behavioral Financial Advisor with more than two decades of experience, Eddie’s education, expertise, and professional affiliations give him the ability to utilize a holistic “big picture” approach when providing Wealth Management services. Eddie combines his financial skills with a natural ability to explain and articulate complex concepts, helping his clients make well-informed decisions and find meaningful financial solutions. Growing up in Miami, he sold his 1st company (Aquatic Impressions, Inc.) and moved to Tallahassee in 1994 to attend college. He graduated from Florida State University with a BA in Finance and Marketing, and then started his career as a Financial Advisor with Morgan Stanley. He continued his career with Amsouth Bank, employed in the Wealth Management division, with the title V.P. of Private Banking in Tallahassee. In 2012, he founded Private Wealth Management & Consulting, an independent, holistic Wealth Management firm. Eddie is the President and lead Wealth Advisor for the practice, with offices in Tallahassee, and Destin, Florida. Designations:• BA in Finance from Florida State University• BA in Marketing from Florida State University• Accredited Investment Fiduciary AIF®• Behavioral Financial Advisor BFA™• Series 7 and 66• 214 license Life, Health, and Variable AnnuitiesAffiliations:• Member Finance Committee Bradfordville 1st Baptist• Member Governors Club • Member Financial Services Institute • Former Board Member Tallahassee Chamber Ambassador• Former Member Tallahassee Sunset Rotary ClubSecurities offered through Securities America Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Florida State University Credit Union, Private Wealth Management & Consulting and Securities America are separate entities.Not NCUA insured – No Credit Union Guarantees – May Lose Value – Not a Deposit – Not Insured by any Government Agency

Eddie Knowles, Aif® Bfa™'s Current Company Details
Private Wealth Management & Consulting

Private Wealth Management & Consulting

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President / Wealth Advisor at Private Wealth Management & Consulting, LLC
Eddie Knowles, Aif® Bfa™ Work Experience Details
  • Private Wealth Management & Consulting
    President / Wealth Advisor
    Private Wealth Management & Consulting 2012 - Present
    Tallahassee, Florida, Us
    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
  • Regions Bank
    Vp Private Banking
    Regions Bank Aug 2004 - Sep 2012
    Birmingham, Alabama, Us
    Managed the Tallahassee market for Private Wealth Management.. Worked with clients on Lending, Banking ,and Investment needs.
  • Amsouth Bank
    Private Banker
    Amsouth Bank 2004 - 2012
    Us
    Wealth Management Private Banking
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Feb 2000 - Aug 2004
    New York, Ny, Us

Eddie Knowles, Aif® Bfa™ Skills

Wealth Management Investments Banking Loans Retirement Planning Private Banking Insurance Retail Banking Portfolio Management Credit Estate Planning Asset Management Commercial Banking Real Estate Investment Advisory Securities Risk Management Building Relationships Mortgage Investment Properties Financial Planning Real Estate Investment Cash Management Retirement Wealth Finance Financial Services Financial Advisory Customer Service Series 7 Management

Eddie Knowles, Aif® Bfa™ Education Details

  • Florida State University - College Of Business
    Florida State University - College Of Business
    Finance
  • Florida State University - College Of Business
    Florida State University - College Of Business

Frequently Asked Questions about Eddie Knowles, Aif® Bfa™

What company does Eddie Knowles, Aif® Bfa™ work for?

Eddie Knowles, Aif® Bfa™ works for Private Wealth Management & Consulting

What is Eddie Knowles, Aif® Bfa™'s role at the current company?

Eddie Knowles, Aif® Bfa™'s current role is President / Wealth Advisor at Private Wealth Management & Consulting, LLC.

What is Eddie Knowles, Aif® Bfa™'s email address?

Eddie Knowles, Aif® Bfa™'s email address is ed****@****ons.com

What is Eddie Knowles, Aif® Bfa™'s direct phone number?

Eddie Knowles, Aif® Bfa™'s direct phone number is +185052*****

What schools did Eddie Knowles, Aif® Bfa™ attend?

Eddie Knowles, Aif® Bfa™ attended Florida State University - College Of Business, Florida State University - College Of Business.

What are some of Eddie Knowles, Aif® Bfa™'s interests?

Eddie Knowles, Aif® Bfa™ has interest in Breeding And Showing American Bulldogs, Children, Boating, Economic Empowerment, Environment, Education, Spending Time With My Kids, Racing, Fishing.

What skills is Eddie Knowles, Aif® Bfa™ known for?

Eddie Knowles, Aif® Bfa™ has skills like Wealth Management, Investments, Banking, Loans, Retirement Planning, Private Banking, Insurance, Retail Banking, Portfolio Management, Credit, Estate Planning, Asset Management.

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