Bruce W. Edwards, CFP®
Bruce is a CERTIFIED FINANCIAL PLANNERTM practitioner, an Accredited Asset Management Specialist and managing partner of Edwards & Owens Financial Strategies and Wealth Management. Holding FINRA Series 7, 63, 24 and 51 security registrations, Bruce is an Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser.
Bruce is a graduate of the State University of New York and completed graduate work at Florida Institute of Technology, leading to a certificate in financial planning. Previously a Senior Financial Advisor associated with American Express Financial Advisors and later with Ameriprise Financial Services, Bruce brings many years of experience working for his clients as a fee-based advisor. Being a CFP® certificant places him in a special fiduciary relationship with his clients, meaning that he is pledged to provide advice that is not only suitable, but is demonstrably in the best interests of his clients.
Helping people with their financial opportunities and challenges is what Bruce does best. He understands that asset selection, risk management, and portfolio balancing are extremely important in asset decision making and his experiences bring these aspects together to help him present a customized approach that is not only well balanced but that also considers the potential downside risks.
Jonathan A. Owens, MBA
Jon is a financial advisor and managing partner of Edwards & Owens Financial Strategies and Wealth Management specializing in retirement planning and retirement income. Holding FINRA Series 7, 9/10, 24, 63 and 65 registrations, Jon is an Investment Advisor Representative of Commonwealth Financial Network, a Registered Investment Advisor.
After obtaining his Master's of Business Administration degree in 1991 from the Darden School of Business at the University of Virginia, Jon has worked with clients as their primary financial advisor for more than eighteen years. He spent fifteen years working as a financial advisor with Ameriprise Financial while also serving as a Vice President and registered compliance principal with that firm. In 2008, Jon joined with Bruce Edwards to form Edwards & Owens in order to serve clients even better in an independent firm that provides fee-based, unbiased advice.
His focus is on helping clients define and organize their financial goals and determine how to commit resources to these goals. He serves as your source for comprehensive financial advice and as your partner in staying on course through all the ups and downs that life throws your way. His goal is to help you retire at the time and in the manner you desire. Along the way he also specializes in helping clients with:
If you feel that you would like to simplify your financial life, so that you can spend more time imagining positively about your future and relaxing in the present, you will benefit from his unique expertise.
- Managing cash flow and cash reserves
- Education planning and funding
- Protecting your income, assets and loved ones
- Creating and managing retirement income