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, 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. Now Ed is a principal with Triad Advisors.
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 the following licenses: Series 7-General Securities, Series 63-State Uniform Securities, Series 65-Uniform Investments Advisor, Series 24-General Securities Principal. In addition, he holds Life, Health, and Variable Insurance Licenses and Certified Financial Planner™ License.
Ed resides in Southwest Orlando with his wife, Anne, and two children, Shannon and Evan. Ed is an avid golfer and enjoys basketball, boating, and other out door recreational activities with the family.