To be a client with Daron Edwards means having a clear, confident plan for retirement—especially for those navigating the unique benefits of Southeast Texas’s oil and gas industry.
It also means receiving the sophisticated, multi-generational guidance that high-net-worth families depend on to manage complex financial lives. Daron Edwards brings more than 35 years of business experience and over 14 years in wealth management and financial advising, including twelve years at Morgan Stanley, where he also served as a Branch Manager.
Daron works primarily with high-net-worth individuals and families, providing guidance in comprehensive wealth planning, retirement strategies, disciplined investment management, portfolio construction and generational planning. He also serves business owners and entrepreneurs, offering experience in business-transition planning and access to customized lending and liquidity solutions designed to support complex financial needs.
A native Texan from Austin, Daron has lived in Beaumont—his wife Lee Ann’s hometown—since transferring in 2014. Daron and Lee Ann have two adult children and they enjoy spending time with family, watching movies and being active.
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.
