Eddie has focused the majority of his 35-year career in the wealth management industry working directly with high-net-worth families, as well as the businesses and charitable organizations important to them. He is passionate about getting to know clients on a personal level and prides himself on working hard to help clients achieve their goals. As a co-founder of The Meridian Group, Eddie and his team specialize in providing customized wealth management advice, including investment management, wealth management planning, liability management and risk management, using a disciplined, process-based approach. He has been recognized by Forbes as a Best-in-State Wealth Advisor in Virginia in 2019, 2020, 2021 and 2023, also published in the Virginia Business magazine.
Prior to joining RBC Wealth Management, Eddie worked for UBS and previously at Morgan Stanley Smith Barney, where he co-founded The Meridian Group in 2002 and was a member of the Chairman’s or President’s Council for more than 20 years. His past experience also includes managing the equity desk of a regional bank, a securities analyst with a regional investment firm covering coal, railroads and electric utility industries, and a portfolio manager/analyst with a regionally based ultra-high-net-worth family office.
Eddie graduated from the University of Virginia in 1986, where he earned a Bachelor of Arts degree in economics. He grew up in Bristol, Tennessee, and has lived in Roanoke for more than 30 years. Eddie is active in the community, currently serving on the board of the Presbyterian Community Center. Eddie also currently serves as a career coach and mentor for American Corporate Partners Veterans Program. He advises active-duty members of the U.S. Armed Forces who will be soon transitioning to civilian life. Eddie previously served on the board of the Mill Mountain Theatre, The Fellowship of Christian Athletes, and served as a volunteer with Big Brothers/Big Sisters and The West End Center. Outside of the office, he enjoys spending time in the great outdoors, playing tennis, fly fishing and skiing. Eddie has been married to his wife, Angie, for 33 years and has two adult daughters, Allison, who is also a member of The Meridian Group, and Meredith.
