Vince Egan

About Vince Egan

I have been in the financial services industry since 2001 where I provide my clients with a wide-range of products and services to assist them as they work to achieve their financial goals and objectives. This includes offering perspective and advice as they map out their plans for retirement, and outline the wealth strategies they\'ll need to help ensure their assets move to the next generation in a smooth and orderly manner. I look forward to showing you what my client-first investment approach can mean for you and your family. Send me a connection to learn more or call me at (97••••••80. Securities Registered in the following states: CA, CT, FL, GA, IL, NC, NJ, NY, PA, VA Insurance licensed in the following states: GA, NJ, NY, PA

Experience

1. Financial Consultant

   Benjamin F. Edwards

   Jul 2013 — Present

   Just as life circumstances sometimes change, so too must your investment strategies. I believe my experience and perspective – gained through good markets and bad – will be of value to you as we work together to help you successfully achieve your financial goals. My process starts with our initial meeting where we will engage in a detailed discussion of your goals and objectives to gain an understanding of where you stand financially, and where you want to be in the future. From there, we will work together to craft a plan designed specifically to help you achieve your financial goals. I will also check in from time-to-time to see how you are doing and make any adjustments necessary. My financial services career began in 2003 with the Morristown office of A.G Edwards, after a 20-year corporate career in finance and operations with such well-known multinational brands as Sony, Lucent, Rolodex and Motorola. Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2013 and facilitated the opening of our Morristown office. Credentials• Accredited Asset Management Specialist®, September 2003What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALIST, or AAMS®, certification from the College for Financial Planning means that a financial consultant has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.

Education

• Passaic Valley High School

  HS Diploma

  1969 — 1973

• Fairleigh Dickinson University

  MBA

  1984 — 1987

• Rutgers University - Newark

  BA

  1974 — 1978