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Our financial advice team


Edward Anthony Conti

Edward Anthony Conti

ChFC®

Private Wealth Advisor

Chartered Financial Consultant®
Vuecrest Wealth Management
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Small Business
  • Women's Financial Strategies
  • Tax Planning Strategies

Interests

  • We love to travel, returning to old favorites like Arizona, Florida and Italy as well as discovering new places.
  • Engaging in new activities and making new friends.
  • Supporting the kids: attending band recitals, plays, water polo matches and visiting colleges.
  • Hiking, skiing and boating keep us busy!

Awards & recognition

  • Financial Times 400 Top Financial Advisers, 2018
  • Ameriprise Circle of Success, 2006 - 2019

Qualifications

  • ChFC® Chartered Financial Consultant®
  • Bachelor of Arts Degree

Education

  • Bachelor of Arts in Economics, Westminster College, New Wilmington, PA
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Community participation

Our practice is focused on raising up our clients and our community. One of the advantages to coming from a position of abundance is the ability to help lift up others. The charities we donate our time and money to are focused on lifting people up!

We donate to these and other charities on an annual basis in honor of our clients. Additionally, our practice provides an environment where we can discuss the organizations and work that our clients are passionate about in a framework for their current and future Charitable Giving. We encourage everyone who has been blessed with abundance to give back to the community.