Ed Botelho

With his 6 years of experience in the industry, Ed helps his clients maximize their financial potential by helping them understand how each individual decision effects an overall outcome of their financial situation.  Through his goals-based approach, he focuses on what the client truly cares about and what their goals are. He works with individuals, families and business owners on minimizing taxes and maximizing wealth.  

Ed resides in Warren, RI. Outside of the office, Ed enjoys coaching baseball and hockey at local high schools.

 

Credentials

FINRA Series 7 & 66

Life and Health Insurance Licenses

Johnson and Wales University, BA

Registered Representative, Securian Financial Services

Investment Advisor Representative, Securian Financial Services

 

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.