Jose Edery

Jose Edery, CPWA®, Senior Financial Advisor and Senior Portfolio Advisor, brings more than 17 years of experience advising ultra-high-net-worth domestic, international families and business owners. Holding a degree in Systems Engineering and an MBA, he delivers a disciplined and sophisticated approach to wealth and portfolio management. Before entering the financial industry, Jose spent more than a decade with a leading multinational software company, ultimately serving as a Regional Director. This experience provided him with a strong foundation in technology, business strategy, and client advocacy, perspectives he continues to leverage when advising wealthy families.
 
As a Certified Private Wealth Advisor® (CPWA®) professional and Financial Advisor, Jose specializes in wealth preservation, discretionary portfolio management, tax-efficient planning strategies, multigenerational wealth transfer, and legacy planning. He is committed to helping families navigate financial complexity, preserve and grow their wealth, and pursue their long-term objectives across generations.
 
Outside the office, Jose is a devoted husband and proud father of three sons, bringing the same commitment to family values, care, and long-term planning that guides his work with clients.

_{A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.}