Edward Quirk CRC
About Edward Quirk, CRC
As a Wealth Manager with over 25 years of experience in the financial services industry, Ed customizes and tailors specific wealth management strategies with the goal to help preserve his client’s financial future and their personal needs through a comprehensive discovery process. This process helps him address any anxiety about the financial planning process, providing comfort and confidence that the client’s financial goals are aligned. Ed acts as his client’s Financial Head Coach by coordinating the services of all professionals to support their financial position by consolidating the fractured advice they may receive from multiple sources.
For 17 years prior to joining USWM, Ed held several financial consultant positions with Citizens Securities, Bank of America, Quick and Reilly, and Fleet Investment Services.
Edward and his wife Ellen, who works as a Senior Buyer for the Potpourri Group, live in Hanover, Massachusetts. They both love reading and skiing and are extremely proud of their daughter, Casey, who works for Apple.
Education / Registration
- Bachelor of Arts, Clark University
- Series 7, 24 and 63 held with LPL Financial and Series 65 held with U.S. Financial Advisors.