EDWARD MOFFITT, CFP®, ChFC®

Senior Financial Advisor

First Vice President - Investment Officer

Address: 138 CONANT STREET, 4TH FLOOR , BEVERLY , MA 01915
Call: 978-524-1636  |  800-272-7300    Fax: 978-524-4105
Email: edward.moffitt@wellsfargoadvisors.com Compose mail in a new window

My Commitment to You

My Associate(s): Jane Henry, Client Associate

My Experience

• 2013 - present : Wells Fargo Advisors
• 2008 - 2013 : Raymond James
• 1997 - 2008 : Merrill Lynch

My Education & Credentials

• Masters of Business Administration (MBA) - Boston College
• Bachelor of Science in Mechanical Engineering - Worcester Polytechnic Institute
• University of South Florida - Business Studies
• Fundamental Choice Portfolio Manager

Securities Registered in the following states: CA, CT, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MN, NE, NH, NJ, NY, OH, RI, SC, VA, WI
Insurance licensed in the following states: Resident State: MA
EDWARD MOFFITT: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Massachusetts : BEVERLY Branch