Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Edward Moseley has been investing for nearly two decades before he formally joined Merrill Lynch Wealth Management. His prior career involved positions in investment banking, for-profit higher education, independent school education and in the US Navy Reserves as a Supply Corps Officer. Edward is a graduate of Wofford College, where he played on Division I golf and tennis scholarships, and the University of North Carolina at Chapel Hill’s Kenan-Flagler MBA Program, where he focused on applied investment management. In August 2016 he became an advisory partner with Raymond James and continued in this role until he joined Merrill.
Edward’s mission is to develop close, long-term relationships centered around trust and transparency. He is focused on fully understanding clients’ life priorities and helping them achieve their goals through comprehensive goals-based wealth management planning. He guides clients through the maze of investment options and wealth management issues specific to their lives and strives to provide them with the highest level of personalized service. Edward provides access to the investment expertise of Merrill and the banking capabilities of Bank of America. His success is measured by clients’ success in achieving their goals.
Edward lives in Chapel Hill, NC with his wife, Alison, and their three beautiful children, Mia, Charlie and Oliver. He is actively involved in the local F3 (Fitness, Fellowship and Faith) group and in USTA league tennis. Some of Edward’s other outside interests include playing with his children, golf, running, watching college athletics and travel, as he has visited 66 countries.
Implementation of Retirement Planning Strategies
Lending Products through Bank of America
Long Term Care Insurance
Qualified Retirement Plans
Estate Planning Strategies
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of North Carolina System
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.