*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. American Heritage Financial, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.   American Heritage Financial, LLC may conduct life insurance and securities business in Florida and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.   Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, American Heritage Financial, LLC, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.  
Investing involves risk which includes potential loss of principal. Guarantees are subject to the claims paying ability of the issuing insurance company.  
Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency.

Ed is the Managing Partner of the American Heritage Financial office based in Pensacola as well as several of our other offices in the Southeast. He has over 30 years of financial services experience and a very deep and diversified background. He began his career with Salomon Brothers, Inc, then spent 8 years at Merrill Lynch as a Financial Advisor, and a Vice President of Consulting and Advisory Services. Ed was also a Senior Vice President of Old Mutual, one of the world's largest insurance companies. His focus is designing holistic portfolios incorporating asset protection and significant asset class diversification. He achieves this by utilizing multiple portfolio analytic tools to select solutions that meet clients' needs and risk profiles. He relocated from New Jersey to Pensacola to join American Heritage Financial and enjoys helping businesses and people work toward achieving their financial objectives.

Ed has an MBA in Finance and a BA in Anthropology.

Loading

  • Get in Touch