Investment Adviser Representative
Current
Jul 2019 - Present
AeroLeads people directory · profile
Michael Edelman Email & Phone Number
Investment Adviser Representative
at
Baron Silver Stevens Financial Advisors, LLC
1 work email found
@bssfa.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Adviser Representative
Location
Naples, Florida, United States
Company size
Who is Michael Edelman? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Michael Edelman is listed as Investment Adviser Representative at Baron Silver Stevens Financial Advisors, LLC, a with 5 employees, based in Naples, Florida, United States. AeroLeads shows a work email signal at bssfa.com and a matched LinkedIn profile for Michael Edelman.
Michael Edelman previously worked as Financial Consultant at Fidelity Investments and Investment Consultant at Fidelity Investments. Michael Edelman holds Master'S Degree from University Of Southern California.
Company email context
Email format at Baron Silver Stevens Financial Advisors, LLC
This section adds company-level context without repeating Michael Edelman's masked contact details.
{first_initial}{last}@bssfa.com
89% confidence
AeroLeads found 1 current-domain work email signal for Michael Edelman. Compare company email patterns before reaching out.
Profile bio
About Michael Edelman
My true passion is to help people make more educated decisions with their investments, so that they can have a more enjoyable and stress free retirement.
Listed skills include Retirement Planning, Mutual Funds, Annuity Sales, Life Insurance, and 11 others.
Current workplace
Michael Edelman's current company
Company context helps verify the profile and gives searchers a useful next step.
Baron Silver Stevens Financial Advisors, Llc
6 roles · 35 years
Michael Edelman work experience
A career timeline built from the work history available for this profile.
Financial Consultant
Jun 2018 - Jul 2019
Investment Consultant
2015 - Jun 2018
Sr. Sales Associate
John Hancock Life Insurance Company (U.S.A.)
Supported Regional Director in sales, marketing, and case design Collaborated with agents and brokers to design and implement sales strategies• Fort Lauderdale branch was consistently ranked #1 in the nation • National branch record of $78 million target premium in one year• Expert in illustration software and case design • Lead, trained, and mentored support staff• Supported agents to endorse John Hancock’s diverse product line• Educated agencies through on-site visits, webinars, and seminars• Guest speaker on various topics, sales ideas and advanced concept designs• Developed and sustained long term relationships with agencies
2006 - 2015
~9 yrs
Financial Planning Professional
Sig Securities, Llc
Product knowledge specialist, advised top insurance and investment professionals • Created investment solutions to high net worth clients• Presented seminars on asset protection to physicians• Networked to develop business amongst accountants and attorneys• Generated and completed performance reports and annual reviews for clients• Facilitated insurance underwriting process which resulted in 20% more cases issued• Formulated recommendations for qualified plans, business overhead expense, and disability insurance
2003 - 2006
~3 yrs
Vice President, Money Management Division
Unisyn Inc., An Nfp Company
Developed and maintained Money Management Division • Managed $100+ million in assets• Increased and exceeded sales quotas by 25% per year • Collaborated with agents and provided expertise on mutual funds, annuities, and life insurance • Created and implemented sales and marketing strategies• Supported and maintained long term relationships with clients
1992 - 2003
~11 yrs
1 education record
Michael Edelman education
FAQ
Frequently asked questions about Michael Edelman
Quick answers generated from the profile data available on this page.
What company does Michael Edelman work for?
Michael Edelman works for Baron Silver Stevens Financial Advisors, LLC.
What is Michael Edelman's role at Baron Silver Stevens Financial Advisors, LLC?
Michael Edelman is listed as Investment Adviser Representative at Baron Silver Stevens Financial Advisors, LLC.
What is Michael Edelman's email address?
AeroLeads has found 1 work email signal at @bssfa.com for Michael Edelman at Baron Silver Stevens Financial Advisors, LLC.
Where is Michael Edelman based?
Michael Edelman is based in Naples, Florida, United States while working with Baron Silver Stevens Financial Advisors, LLC.
What companies has Michael Edelman worked for?
Michael Edelman has worked for Baron Silver Stevens Financial Advisors, Llc, Fidelity Investments, John Hancock Life Insurance Company (U.S.A.), Sig Securities, Llc, and Unisyn Inc., An Nfp Company.
Who are Michael Edelman's colleagues at Baron Silver Stevens Financial Advisors, LLC?
Michael Edelman's colleagues at Baron Silver Stevens Financial Advisors, LLC include Hector Silvestre.
How can I contact Michael Edelman?
You can use AeroLeads to view verified contact signals for Michael Edelman at Baron Silver Stevens Financial Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Michael Edelman attend?
Michael Edelman holds Master'S Degree from University Of Southern California.
What skills is Michael Edelman known for?
Michael Edelman is listed with skills including Retirement Planning, Mutual Funds, Annuity Sales, Life Insurance, Series 63, Series 7, Series 6, and Securities.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Michael Edelman you were looking for.
View similar profiles
