Edwin Braswell started his career with Merrill Lynch Wealth Management in 2005. Edwin’s emphasis is on wealth management planning and on helping clients stay focused on achieving their goals. He has received the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor™ designation. Edwin obtained his degree in Economics and English from the University of North Carolina - Chapel Hill in 2003. He lives in Raleigh with his wife, Caroline, and two children. Edwin enjoys spending time outdoors, playing golf and tennis and staying involved with youth soccer through NCFC. He is a member of Christ Church (Episcopal) of Raleigh, on the board of Family Promise of Wake County and the Aldert Root Education Foundation, and actively engaged in F3 Raleigh.
He was named to Forbes "Best-in-State Wealth Advisors" in 2021-2024 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).* He was also named to the 2023 and 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of the Steffens, Lane, and Braswell Team (published on January 12, 2023. Rankings based on data as of March 31, 2022.)*
*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.***Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.***Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
