Edward G Cruz, Sr., CF2

About Edward G Cruz, Sr.

A native Houstonian, Ed received his undergraduate degree from the University of Houston and upon graduation, began a career in the financial services industry.  He has worked for several Fortune 500 companies including Invesco, Ameriprise Financial and JP Morgan Chase. Additionally, he has more than 24 years of field and home office experience with roles as a Registered Supervising Principal, Financial Advisor, Branch Manager, Relationship Manager, Vice President, and Associate Planned Giving Director.
Over the course of his career, Ed has honed his skillset by focusing on all aspects of business development, revenue growth strategy, and process optimization: skills needed to increase profitability and sustain a healthy financial advisory practice. He is a results-driven professional who is committed to providing quality service and accountability through proven leadership and communication.  His passion lies in facilitating the success of advisors through leveraging business-building elements as well as giving direction toward implementing objectives and achieving goals.
In his spare time, Ed enjoys volunteering at his church as a member of Knights of Columbus where he is a Third-Degree Knight, coaching his children’s athletic teams, golf, and being an active member of the Westbury Soccer Club where he sits on the Executive Board.
Ed currently holds a Series 7 and Series 66 FINRA licenses. He also earned the AIF® designation in 2018. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology.