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Ed M

ChFC®, Series 63

Chattanooga, TN

Silver Oak Securities, Incorporated

Ed McManus is a financial advisor with Silver Oak Securities, Incorporated, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. He has worked at Cuttingedge Advisors since 2008 and operates Family Wealth Advisory and McManus & Associates, where he provides accounting, tax, non-investment financial counseling, and insurance services. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers personalized portfolio management and integrated financial planning, combining internal and third-party strategies to tailor investment solutions to client objectives and risk tolerances.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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