Edward Moffitt

Background

About Edward Moffitt

Prior to joining Wells Fargo Advisors in July of 2013, Edward spent more than 4 1/2 years at Raymond James & Associates and more than 11 years in Merrill Lynch's Global Private Client Group as a Vice President and Senior Financial Advisor. Edward joined Merrill Lynch in October of 1997. After graduating from Worcester Academy, Moffitt attended Worcester Polytechnic Institute and received a B.S. in mechanical engineering. He went on to attend Boston College's Carroll Graduate School of Business, and received his M.B.A. in finance in 1996. He has been a CERTIFIED FINANCIAL PLANNER® professional since 2005, which is a certification awarded by the Certified Financial Planning Board of Standards. Moffitt has been involved with the Juvenile Diabetes Research Foundation and has been a a guest lecturer at the Boston College Carroll Graduate School of Business, speaking on various topics including investments, personal investment planning and industry trends. This information is intended for use by residents of CA, CT, FL, ID, IL, IN, KS, LA, MA, ME, MN, NE, NH, NJ, NY, OH, VA, and WI only. Wells Fargo Advisors 138 Conant Street - 4th Floor Beverly, MA 01915 /(978) 524-1636 Edward.Moffitt@WellsFargoAdvisors.com Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social