"At Lexington Wealth Management, we value getting to know our clients on a personal level so we can provide a high level of service. It is so they can feel comfortable and know that we are looking out for them and their interests. Through this connection, we can provide insights to help our clients achieve their financial goals.”
Eddie, as he’s known by friends and family, is a valued member of the Lexington Wealth Management team, bringing with him nearly ten years of experience. After receiving his MBA with a concentration in economics of financial markets from Bentley University, he joined Lexington Wealth as a wealth advisor to help clients reach their personal and financial goals.
Prior to earning his MBA, Eddie worked at Brown Brothers Harriman for four years in the Fund Accounting and Custody departments, managing large client relationships.
Outside the office, Eddie likes to maintain an active lifestyle.
A native of Rye, New York, Eddie first came to the Boston area to attend Bentley University for his undergraduate degree and loved it so much that he never left. He now resides in Reading, Massachusetts, with his wife and son.
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12 Waltham St
Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 207-0253
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