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Edward Knowles, AIF®, BFA

The Sky's The Limit. Make your dreams a reality with a financial plan.

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Private Wealth Management & Consulting, LLC Edward Knowles, AIF®, BFA
Tallahassee, Florida

The Sky's The Limit. Make your dreams a reality with a financial plan.

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Insurance
  • Investment Management
  • Taxes

About Me

Get to Know Edward Knowles

As a Wealth Advisor, Accredited Investment Fiduciary, and Behavioral Financial Advisor with more than two decades of experience, Eddie's education, expertise, and professional affiliations give him the ability to utilize a holistic “big picture” approach when providing Wealth Management services. Eddie combines his financial skills with a natural ability to explain and articulate complex concepts, helping his clients make well-informed decisions and find meaningful financial solutions.

Growing up in Miami, he sold his 1st company (Aquatic Impressions, Inc.) and moved to Tallahassee in 1994 to attend college. He graduated from Florida State University with a BA in Finance and Marketing and then started his career as a Financial Advisor with Morgan Stanley. He continued his career with Amsouth Bank, employed in the Wealth Management division, with the title V.P. of Private Banking in Tallahassee. In 2012, he founded Private Wealth Management & Consulting, an independent, holistic Wealth Management firm. Eddie is the President and lead Wealth Advisor for the practice, with offices in Tallahassee and Destin, Florida.

Eddie is an active member of the Tallahassee community. He enjoys spending time with his wife Jenna and their three daughters, cooking, camping, fishing, and traveling. After breeding American bulldogs for more than 20 years, he has been judging sanctioned NKC American Bulldog shows worldwide for more than 10 years.

Professional Designations

  • Accredited Investment Fiduciary (AIF)
  • Behavioral Financial Advisor (BFA)

Affiliations

  • Financial Services Institute

Location

1616, Metropolitan Circle, Tallahassee, Florida, 32308

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule your complimentary review of your finances today with no obligation. You can be confident that you'll receive straight-forward advice based on your needs.

Offers Investment Management

Yes

About our Firm

Building TOGETHER: Today, Tomorrow, and Into the Future

For nearly 25 years, Private Wealth Management & Consulting – along with our affiliates – has been working with individuals, executives, and business owners who seek to take advantage of our expertise and top-notch service. Our representatives use their extensive personal and professional experience in all areas of financial planning to assist you with all your financial needs.

Offering a wide range of financial products and comprehensive services to individuals and business owners, we are dedicated to helping our clients build wealth and preserve their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company or any proprietary product. We have established solid working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can best be tailored to suit our clients' unique needs.

Let Us Assist with Any of the Following Needs:

✅ Retirement Planning: Making the most of your employer-sponsored retirement plans and determining how much you need to retire comfortably.

✅ Tax Management: Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

✅ Investment Management: Determining the diversification needs for your portfolio. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles designed to help you reach and exceed your goals.

✅ Estate Planning: Reviewing your wills and trusts to make sure your portfolio is aligned with your goals. Helping preserve your estate for your heirs by reducing your financial exposure to taxes and probate costs. Helping with beneficiary designations, and coordinating with your tax and legal advisors.

✅ Risk Management: Reviewing existing insurance policies, and making sure you have the appropriate coverage in place, recommending policy changes if needed. Finding a suitable policy for your situation.

✅ Education Funding: Recommending investment and accumulation strategies to help build and provide the funds to pay for your children's (and/or grandchildren's) education.

✅ Employee and Executive Benefits: Helping your business attract and retain qualified employees through benefits packages.

📞 Give us a call today -- we are committed to helping you in your journey to reach for your financial goals and dreams.

Education

Florida State University - College of Business BS, Marketing, Finance

Badges

Hobbies and Interests

  • Animals
  • Camping
  • Cooking
  • Family
  • Fishing
  • Traveling

Who We Serve

  • Attorneys
  • Baby Boomers
  • Business Owners
  • Caregivers
  • College Graduates
  • Corporate Executives
  • Couples
  • Divorce
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Intergenerational Families
  • Investors
  • Living in Retirement
  • Military
  • Real Estate Investors
  • Technology Professionals
  • Widow
  • Women’s Finance
  • Young Families