Senior Financial Consultant in Manchester, New Hampshire
An award-winning Senior Financial Consultant and Series 7 and Series 66 license holder, Edward "Ed" Marsi earned a diploma from Lynn Vocational Technical Institute, where he was a member of the basketball team and earned a Kiwanis Club award. Edward "Ed" Marsi later completed business courses at Middlesex Community College, and is currently taking courses through College of Financial Planning. He also had a career as the Kitchen Manager of 99 Restaurant, where he managed a staff of 40 and handled all financial-related responsibilities.
From 2006 to 2011, Edward Marsi worked in sales for Lyon-Waugh Auto Group and was one of the company's top performers in regard to customer satisfaction. He entered the financial sector in September of 2011 when he was hired as a Regional Sales Executive by Onset Financial. Less than a year later, he joined TD Ameritrade as an Education Counselor where he was tasked with helping clients understand the basics of investing along with different strategies and portfolio management courses. He presently serves as a Senior Financial Consultant and is responsible for managing over $350 million in assets for high net worth clients. Since joining the firm, Ed Marsi has won multiple President's Club awards as well as a Guidance Champion award. He is presently pursuing Chartered Retirement Planning Counselor designation at the College of Financial Planning.