Edwin R. “Ed” Bergen, II

SENIOR REGISTERED CLIENT RELATIONSHIP ASSOCIATE

Ed's first position in the financial industry was working as a Financial Sales Representative for First National Bank of Maryland. This position focused on retail account opening and mutual fund/annuity investing. From there he moved into the brokerage industry with his relocation to BT Alex. Brown in 1997. Ed has been employed with "Alex. Brown" through its many variations over the last 20 plus years. During his tenure at Alex. Brown he has worked in the Private Wealth Management Group with a focus on institutional accounts and ultra-high net worth individuals. Ed's experience has also focused in the areas of international stock option plans and Non-Profit organizations with large endowments.

By nomination, Ed is a member of the firm's Branch Associate Advisory Board, a forum of Client Service Associates and other branch personnel, selected from each division, with varying responsibilities and experiences that acts as a liaison between the branch office and home office departments. Ed was also selected to participate in the firm's Registered Associate Mentoring Program, for the 2017 - 2018 year. This program helps a select group of Registered Associates navigate the career shift to Financial Advisor.

Ed and his wife Holly have one daughter, Hailey. They are very active in their church as well as with Hailey's travel soccer team.

Ed is a graduate of the University of Maryland Baltimore County with a degree in economics. He currently holds Series 7, 63, 66 and his Life Health & Annuities licenses.  He also holds the designation of Accredited Asset Management Specialist (AAMS®).

Alex. Brown a division of Raymond James. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC