Edward “Ed” Marsi has built a distinguished career by helping people transform financial uncertainty into well-defined plans for the future. With extensive experience in investment management, retirement planning, and wealth guidance, Edward Marsi has earned a reputation for providing practical, client-centered advice rooted in trust and long-term relationships.
Since joining Merrill Lynch in 2021 as vice president and financial advisor, Edward Marsi has focused on creating customized financial strategies designed to help clients achieve lasting financial stability. Rather than offering one-size-fits-all solutions, he begins by understanding each client's goals, values, and priorities, then develops personalized plans that support both current needs and future aspirations. His credentials, including the Series 7, Series 63, CRPC, and CPFA designations, underscore his commitment to maintaining broad expertise across multiple areas of financial planning.
Before joining Merrill Lynch, Ed Marsi enjoyed a successful tenure at TD Ameritrade as a senior financial consultant. During nearly a decade with the firm, he advised families on retirement readiness, portfolio construction, and investment optimization while overseeing relationships involving approximately $350 million in client assets. His work extended beyond financial advising into investor education, where he taught clients about investing fundamentals, advanced trading strategies, portfolio management, and market concepts.
His performance consistently ranked among the firm's best, earning him multiple President's Club selections, Circle of Champions recognition, the Guidance Champion Award, Divisional MVP honors, and leadership responsibilities within his peer group. Earlier in his career, Mr. Marsi gained valuable corporate finance experience with Onset Financial, working directly with CEOs, CFOs, and corporate treasurers at Fortune 100 and Fortune 500 companies to structure multimillion-dollar financing transactions for expansion projects and capital expenditures. His strong results led to top-in-class recognition during his time with the company.