Edward works closely with Green Square client’s custodians to open and maintain accounts, as well as complete money movement transfers. He also assists with special projects, coordination of alternative investing, and customized reporting. He works with outside advisors, such as CPAs and attorneys, to help ensure clients enjoy comprehensive and long-term wealth management. He first joined Green Square as an intern in 2013 while attending the University of Tennessee. Prior to Green Square, he served as a trade floor runner at Duncan Williams, Inc. Edward received his Bachelor of Science degree in Business Administration from the Haslam College of Business at the University of Tennessee, Knoxville. Edward holds a Series 65 license.