Edward Marsi

Over the course of his career, Edward “Ed” Marsi has applied a keen business and financial acumen to drive growth for client portfolios. He currently leads as senior financial consultant for TD Ameritrade, where he serves a cohort of high net worth individuals. Edward Marsi accepted this position in 2014, having served as a business development specialist for clients interested in taking an active role in their portfolio management.

Ed Marsi has also served as a education counselor for TD Ameritrade Investools, a position that he accepted in the spring of 2012. He accepted this role upon relocating to Utah, having previously lived and worked in Massachusetts. There, he served as a sales professional for Lyon-Waugh Auto Group, where he achieved leading customer satisfaction results and secured a closing percentage of more than 45 percent.

Edward Marsi also stands out as a former kitchen manager for the 99 Restaurant, having studied culinary arts at the Lynn Vocational Technical Institute in Lynn, Massachusetts. He entered restaurant leadership following his formal studies in business management at Middlesex Community College. Now focused full-time on financial services, Ed Marsi is working toward his chartered retirement planning counselor (CRPC) designation.