Edward D. Wilder

About Edward D. Wilder

Managing your investments and determining if you are on track towards your goals can be stressful. I develop what I believe are realistic retirement plans and manage investments that will help fund your plan. So whether you have reached your \"let\'s make work optional\" date or not, I can help you implement a plan with the goal of life income. Your plan will include:* Adaptable strategies to respond to market strength and weakness* An active, advisor-managed approach to seek growth and preserve wealth * Efficient, straightforward guidance, investment and risk management strategies * Answers and strategies for the big question,\"Am I on track to sustain my lifestyle income and legacy goals?\" Interests: I enjoy competitive sailboat racing and cruising, tennis, golf, reading, life long learning, and family Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:

Experience

1. Managing Director Investments - Stifel

   Stifel Financial Corp.

   Jul 2020 — Present · Bellevue, WA, US

   Managing your investments and determining if you are on track towards your goals can be stressful. I develop what I believe are realistic retirement plans and manage investments that will help fund your plan. So whether you have reached your \"let\'s make work optional\" date or not, I can help you implement a plan with the goal of life income.The 360 Process:Step 1. Schedule an appointment to hear your current situation, past experience, income goals, concerns, and vision.Step 2. Analyze your statements, holdings, resources, and prepare recommendations. What is the gap? What needs to occur? What potential threats exist to maintaining your lifestyle income and pursuing your goals? Can these be mitigated?Step 3. Explain my opinions and recommendations to you in plain, simple language and develop strategies which are unbiased, objective, and cost effective. Step 4. Adjust the plan and investments based on life circumstances, meaningful changes in tax laws, market conditions, and progress towards goals. Continuously answer the question,\"Am I on track towards my goals with a reasonable amount of confidence?\"Please feel free to contact me at (425) for a complimentary review of your situation. By e-mail at e••••••••@stifel.com or by phone at (425) are the best ways to contact me.

Education

• Kents Hill School

  H.S.

  1980 — 1982

• University of Puget Sound

  B.A.

  1982 — 1986

Skills

• Investment Strategies
• Stock Market Analysis
• Multi-Generational Planning
• Fixed Income Strategies
• 401k Rollovers
• Retirement Plan Consulting
• Insurance
• 401k Planning
• Insurance Strategies