Edward Plotkin
Private Wealth Advisor | Senior Vice President - Investments | Oxbox Private Wealth of Raymond James
- Role
- Private Wealth Advisor Senior Vice President - Investments at Raymond James
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Edward Plotkin
With over 25 years in the financial field, Ed specializes in providing clients with…
Experience
Private Wealth Advisor Senior Vice President - Investments
Aug 2018 — Present
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc, member New York Stock Exchange/SIPC
Education
University of Arizona
BA
1987 — 1991
Skills
- Credit
- Risk Management
- Wealth Management Services
- High Net Worth Individuals
- Customer Service
- Strategic Planning
- Financial Analysis
- Investments
- Wealth Management
- Portfolio Management
- Finance
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