Edward Bohnslav

Background

About Edward Bohnslav

Mission Statement: Faith, Family, Finance About Me: I live in Virginia Beach, where I was born and raised, with my lovely wife Martina and newborn son. We are active parishioners at Saint John the Apostle. In my free time, I enjoy the outdoors. You will find me hiking, surfing, or running along the Oceanfront Boardwalk. Prior to joining Merrill Lynch, I studied at the University of Virginia in Charlottesville. I now hold my Series 7 FINRA registration, Series 66 FINRA registration, and National Mortgage License System license. My passion is making a meaningful, positive impact on the personal financial situation of high net worth families. How I Add Value: I help families fulfill their dreams by practicing a Goals-Based Wealth Management process that is disciplined, quantitative, and comprehensive. Built on the foundation of honesty, integrity, and zeal for excellence, my practice focuses on three components: 1) wealth creation, 2) wealth preservation, 3) wealth transfer. As part of the Goals-Based Wealth Management process, I assist my clients identify and prioritize their many financial goals including but not limited to: retirement planning, maximizing retirement income, and college saving, to name a few. I then utilize time-tested investment principles and the vast resources of Merrill Lynch to create personalized investment strategies that suits the families’ personal circumstances. As goals and circumstances are always fluid, I am committed to providing the highest level of service while adjusting portfolios to match goals. I see my work as an opportunity to make a difference and enrich the lives of families for generations.