Edward Marsi Tumblr Blog
@edwardmarsi
As a senior financial consultant at TD Ameritrade, Edward “Ed” Marsi oversees the allocation of $350 million in assets for high net worth clients. He accepted this role in 2014 and since that time has exceeded goals by 30 percent and has received numerous awards, including the Circle of Champions honor and several President's Club Awards. Consistently ranked high among divisional, regional and national peers, Edward Marsi strives to help clients bridge the gap between current financial status and future goals. Edward Marsi initially joined TD Ameritrade in 2012 as education counselor for TD Ameritrade Investools, through which he helped clients to develop the knowledge that they needed to meet their financial goals. He quickly advanced from this position to that of business development specialist, in which role he developed collaborative relationships with highly motivated clients. Successful in achieving 300 percent of his goal, Ed Marsi ranked within the top three percent nationwide for professionals in his role. Educated in business management at Middlesex Community College in Massachusetts, Ed Marsi is currently pursuing his chartered retirement planning counselor (CRPC) certification through the College of Financial Planning. Dedicated to remaining current in his profession, he is a regular attendee at the annual institutional investment conference.
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