Edward A. Zubow, AIF

Biography

For over 25 years, Edward Zubow, AIF® has been providing brokerage and advisory services to both private and institutional clients. Whether individual or institutional in nature, Ed's objective is to form a long-term relationship with his clients in an effort to define and accomplish their financial objectives. His practice is founded on the guiding principles of professionalism, trust, character, integrity, and sound investment advice.

Ed has maintained the Accredited Investment Fiduciary, AIF®, designation since 2009. As an AIF®, he provides Fiduciary Investment Advisory services to families, individuals and institutional clientele including: trusts, endowments, not-for-profit organizations and qualified retirement plans (ERISA Trusts). He works closely with Trust Investment Committees to successfully guide Trustees through the complex investment process. Whether assisting in managing the institutional investment process or focusing on a family’s wealth management objectives, Ed will make every effort to thoroughly understand your goals, seek out and evaluate a wide variety of investment choices and recommend those investments with the best potential to achieve your short and long term financial objectives.

Ed obtained his BBA in Finance from the WP Carey School of Business at Arizona State University. In his free time, he enjoys volunteering with multiple community-based, charitable organizations, including the Sun Devil Family Charities and serves as Treasurer for the Arizona Chapter of the National Multiple Sclerosis Society.

SPECIALIZATIONS

• Annuities and Insurance
• Fiduciary Investment Advisory Services
• Fiduciary Investment Advisory Services for Tribal Trusts
• Fixed-Income Products
• Investment Management Programs
• Listed & NASDAQ Securities
• Mutual Funds
• Portfolio Structure & Management
• Private Equity and Capital Formation
• Rule 144 Transactions
• Separate Accounts
• Stock Option Exercise
• Wealth Management

Credentials

• Holds his Series 6, 7, 63 and 66 licenses
• AZ Insurance Lic. #6740497
• Holds Accredited Investment Fiduciary (AIF®) designation
• BBA in Finance from WP Carey School of Business at Arizona State University

Mission Statement