Edward Durkin

Wealth Advisor @Glassner Carlton Financial

Morristown, NJ, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2023 — Present

Wealth Advisor @Glassner Carlton Financial

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Morristown, NJ, US

Our financial planning firm in Morristown was founded by Bill Glassner in 1985. It remains a family-owned business until this day, focused on financial planning for Morristown, New Jersey and its surrounding communities.Our team is committed to the values of hard work, honesty, and perseverance and with these principles in mind we aim to make an impact on families, businesses, and individuals in the community around us that we are so fortunate to be a part of.

EDUCATION

N/A

Northwestern University - Kellogg School of Management

Executive Education Program

1999 — 2004

Caldwell University

BS, Business Administration

2010 — 2014

Caldwell University

MBA, Marketing

SKILLS

Series 7InvestmentsInvestment StrategiesWealth ManagementEquitiesFinanceRetirementInvestment AdvisorySeries 66Retirement Planning

ABOUT EDWARD DURKIN

As a wealth advisor at Glassner Carlton, my job is to help our clients meet their life goals by providing financial planning and investment solutions in a way that is customized to their specific situation. I uphold the firm’s values of hard work, honesty, and perseverance in all my interactions. Prior to joining the firm, I worked in a similar role at Fidelity Investments and TD Ameritrade.For disclosures, please see content is developed from sources believed to be providing accurate information. The information on this page is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation

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Edward Durkin — Wealth Advisor at Glassner Carlton Financial in Morristown, NJ, US | Unifers