Edward A. McDonough BSME, MBA, CFP^® specializes in helping individuals accumulate and preserve wealth. He has been working with clients and investments since 1987.

Ed graduated from Lehigh University in Bethlehem Pennsylvania with a Bachelor of Science degree in Mechanical Engineering. Upon graduation, he worked as a Petroleum Field Engineer in Texas for Schlumberger Well Services before deciding to return to Lehigh for his Masters in Business Administration. Ed, a deans list student and statistics teaching assistant in grad school, completed his MBA in Finance and landed a job selling computer hardware and software for IBM to Dupont, Inc. in Wilmington Delaware. After three exciting years at IBM, Ed decided to start an investment career with Smith Barney in Orlando Florida. Ed then completed his Certified Financial Planning licensing and grew his Financial planning business diligently for the next 12 years. In 1999, Ed sought independence and established McDonough Capital Management as a Registered Investment Adviser in downtown Orlando and affiliated with Raymond James.

Ed's client base includes Doctors, Lawyers, CPA's, Small Business Owners, Officers and Directors of Corporations, Corporate Executives, Young Professionals, and High Net worth Individuals and Retirees. Through outstanding service and Ed's commitment to excellence, he has expanded his business through referrals. Ed's goal is to establish, execute and maintain a tailored long-term financial investment plan for each client. Ed brings both experience and a commitment to client service. He combines a growth and income oriented philosophy with a sensitivity to risk tolerance and respect for preservation of capital and tax efficiency. Ed holds his Series 65-Uniform Investments Advisor. In addition, he holds Life, Health, and Variable Insurance Licenses and Certified Financial Planner™ License.

Ed resides in Southwest Orlando nearby to his two children, Shannon and Evan. Ed is an avid golfer and enjoys basketball, boating, and other out door recreational activities with the family.

“CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.”

Samantha Mosca is responsible for executing daily operations, ensuring the firm delivers an exceptional client experience. In her role, she focuses on client engagement, relationship management, and resolving complex operational inquiries, while also configuring the firm’s advanced financial planning and portfolio management platforms.

Prior to joining McDonough Capital, Samantha worked at Universal, gaining extensive experience managing daily financial operations. Originally from Westchester, New York, she moved to Orlando for college and earned a Bachelor of Business Administration from the University of Central Florida. This combination of education and hands-on experience provides a strong foundation for her career in finance.

Samantha resides in the Apopka area and enjoys outdoor activities with her family.

Charles Schwab Trust Services provides professional trust administration and fiduciary services, helping individuals and families manage the complexities of serving as trustee and providing continuity across generations. McDonough Capital Management partners with Schwab Trust Services to seamlessly integrate trust administration with personalized investment management and financial planning. Whether supporting a current administrative trustee or transitioning to Schwab as successor trustee, we coordinate closely to ensure continuity, clear communication, and a consistent experience for trustees and beneficiaries.

Dave Crowder has worked in income taxes and related issues for 38 years. Eleven with the IRS and 27 in private practice.

Dave was raised in Gainesville Florida and received his degree from the University of Florida. He served 3 years in the army, with one year tour in Vietnam.

He has been married 45 years, not sure how he got so lucky but he was truly blessed. He has two children and five Grand kids.

Daves office has grown much larger than he thought it would. He first thought he was going to have himself and his wife working and that would be all. His wife said no, might be why they are still married. So from a small one person office they have grown to what they have now.

Dave has had a few hobbies in the past. Racquetball, golf, fishing skeet shooting and now box making. All the others require time in the sun and he doesn't like to be out as he used to be.

He enjoys traveling and have been to Europe, Alaska, Mexico, Greece, Central America, all kinds of Islands, Holland, England, Canada, Germany, France, Austria, Australia, Korea, CZ and our NE coast. Now you might understand all the stuff in his office. They have plans to cover parts in the US that they have not seen and will start soon on that adventure. No campers anything but a camper.

If he can get his wife to agree, he still wants to see Russia and China. These would be long trips so hes not sure if they will go or not.

He wants to thank you for your business. Your support over the years has made his office a success.

David Crowder is not registered through or affiliated with Triad Advisors.

McDonough Capital Management partners with Charles Schwab Bank to open up the opportunity for our clients to obtain a line of credit against their management taxable investment accounts. This enables our clients to make large purchases without potentially incurring large investment taxable capital gains. This line of credit allows liquidity without liquidations. If you have questions about Charles Schwab line of credit requirements and rates reach out to a McDonough Capital team member.