The surname “Edwards” traces its origin back to England in 900 a.d.  The root words that comprise the name are “ead” and “ward.”  “Ead” means prosperity and fortune and “ward” means guardian and protector.

Centuries later, our team prides itself on embracing our namesake as we strive to be “guardians of prosperity.”  Serving as your financial guardian involves helping you build, preserve, and distribute wealth.  To achieve these ends, we guide you through the process of consolidating assets, building comprehensive financial plans, developing appropriate asset allocations, and adjusting your plan throughout your lifetime.

As the old English proverb goes, “In time of prosperity friends will be plenty; In time of adversity not one in twenty.”  Our commitment is to be with you as the guardians of your prosperity through good times and bad for this generation and the next.


Morgan Stanley Smith Barney offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you.  Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.

Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.