Edward Kamal Fazzah
Advisor at Merrill — Miami, FL Brickell Ave
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
27 years
Location
Miami, FL 33131
Merrill
Institution
Edward Fazzah is an International Wealth Advisor with Merrill Lynch Wealth Management, specializing in serving a diverse, high-net-worth clientele that includes senior-level corporate executives, physicians, business owners, and multiple generations of families across both U.S. coasts and a dozen countries. Since joining Merrill in 1998, Ed has built a client base primarily through referrals, managing wealth for individuals with straightforward needs as well as those requiring sophisticated financial strategies. He emphasizes a highly personalized, ongoing planning approach, maintaining frequent contact and working closely with clients' families and professional advisors to align investment, tax, and estate planning objectives.
With more than 25 years of experience in wealth management and financial advisory—preceded by ten years as a bank manager at Citibank—Ed has managed client portfolios through multiple market cycles, including the volatility of 2000, 2008, and 2020. He formulates portfolios tailored to individual risk tolerances, timelines, and liquidity requirements, utilizing a range of investment vehicles such as equities, bonds, mutual funds, ETFs, separately managed accounts, and alternative investments. Fluent in both English and Spanish, Ed also holds professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).
Ed was born in California to Lebanese and Cuban parents and has lived in Miami since 1977. He attended Saint Thomas University and holds a high school diploma from Monsignor Pace. Outside of his professional role, Edward enjoys basketball, boating, fishing, football, music, traveling, watching movies, and spending time with his family, including his Colombian-born wife, Rosa. His personal philosophy centers on delivering the same dedication and passion to his clients that they bring to their own careers, with a mission to enhance wealth, simplify lives, and exceed expectations.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Miami, FL Brickell Ave
701 Brickell Ave, Pbig Florida Pwm Brickell
Miami FL 33131
Advisors at this office
229
Florida · Texas
27 years of industry experience
Bank Of America, Na
2009 - Present • 17 years
Miami, FL
Merrill
2009 - Present • 17 years
Miami, FL
Bank Of America, N.A.
1998 - Present • 28 years
Miami, FL
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Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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