Meet The Team

Edward McDannold focuses on helping clients build structured financial plans that align investments, retirement income strategies, and tax considerations. His work emphasizes long-term planning, disciplined investment approaches, and personalized financial guidance.

Areas of Focus

Edward McDannold provides guidance in:

• Retirement planning and income strategies
• Investment portfolio management
• 401(k) rollover planning and account consolidation
• Tax-aware financial planning coordination
• Long-term wealth accumulation strategies

Client Relationships

Edward typically works with:

• Individuals approaching retirement
• Retirees managing income distributions
• Working professionals building wealth
• Business owners planning financial transitions

Education & Credentials 

• Degree(s): BA, Economics from the University of Kentucky
• Years of experience: 13 Years