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Luke P

Series 66

Virginia Beach, VA

Edelman Financial Engines

Luke Pitcher is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC, TGA Sports, and held roles at various educational and country club establishments. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Daniel H

Series 63, Series 65

Virginia Beach, VA

Edelman Financial Engines

Daniel Henderson is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC from 2013 to 2016. Outside of his advisory role, Henderson serves as a football official for the Hampton Roads Sports Officials Association and is currently an election official for the City of Virginia Beach. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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