Nicole Verde is a financial advisor at Edwards Financial Services with Series 63 and Series 65 licenses. She has been with Edwards Financial Services since 2022 and has prior experience working at Calton & Associates, Inc., as well as roles in education at the University of Central Florida, Florida International University, and Doral Academy Preparatory School. Edwards Financial Services provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes technical and charting analysis within a long-term trading approach, managing portfolios primarily composed of mutual funds, ETFs, and insurance products on a discretionary basis.

Jason Edwards is a financial advisor at Edwards Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edwards Financial Services since 2000, with additional experience at Calton & Associates, Inc. He serves as a board member for the Winter Park Chamber of Commerce, Florida Hospital, and Florida Citrus Sports. Edwards Financial Services provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses individualized investment policy statements and a long-term trading approach focused on mutual funds, ETFs, and insurance products while managing approximately $69 million for around 410 clients.