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Edward D

Series 63, Series 65

Seminole, FL

Simplicity Wealth

Edward Dropic is a financial advisor with Simplicity Wealth in Seminole, FL, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He previously worked at Hornor Townsend and Kent, Inc., and Penn Mutual Life Insurance Company for over two decades. In addition to his advisory role, he owns Medicus Wealth Consultants, LLC, a life insurance brokerage. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, along with technology and operational support for other advisers through a managed account platform.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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