Edward Marsi - Senior Financial Consultant for High Net Worth Clients

About Edward Marsi

Edward "Ed" Marsi is an experienced Senior Financial Consultant who holds Series 7 and Series 66 licenses and is attending the College of Financial Planning to obtain CRPC retirement planning designation. Prior to starting his career in the financial sector, Edward Marsi earned a diploma from Lynn Vocational Technical Institute and later studied business management at Middlesex Community College.

After working three years as a Kitchen Manager in Danvers, Massachusetts, Edward Marsi worked in sales for Lyon-Waugh Auto Group, where he earned multiple awards for customer satisfaction and maintained a closing percentage of more than 45 percent over a five-year period. Ed Marsi joined TD Ameritrade in 2012 and has been with the investment firm ever since. He started as an Education Counselor and now serves as a Senior Financial Consultant responsible for over $350 million of high net worth client assets. Supplementing his work as a consultant, Mr. Marsi attends the annual Institutional Investment Conference. When away from work, he enjoys spending time with his wife and two children, his family and attending concerts and sporting events.