Premier Wealth Advisors, LLC

Edward Mally is a CFA® charterholder with 31 years of industry experience. He is currently with Premier Wealth Advisors, LLC, where he has worked since 2022. His prior experience includes roles at New Creek Capital Advisors, LLC and Imperial Capital, where he was employed in various capacities from 2008 to 2020. Premier Wealth Advisors, LLC is an SEC-registered firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary investment management, and wealth management services. The firm uses a combination of fundamental and technical analysis alongside Modern Portfolio Theory to create customized portfolios that blend index exposure with active management and tactical strategies.

Russell Bailyn is a financial advisor with Premier Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked with firms including Cetera Advisors LLC and First Allied Advisory Services. Bailyn is also the owner of a marketing and professional networking business. Premier Wealth Advisors, LLC manages approximately $555 million in client assets, serving individuals, corporations, and other entities with both high-net-worth and non-high-net-worth clients. The firm combines fundamental and technical analysis with Modern Portfolio Theory to create custom portfolios using a core/satellite approach that blends passive index funds with active managers, tailoring investments to clients’ risk tolerance, time horizon, and liquidity needs.

Jeffrey Kerman is a financial advisor with Premier Wealth Advisors, LLC in New York, NY, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services. In addition to his advisory work, he is a licensed attorney providing tax law, estate planning, asset protection, and elder law services, and he consults on identity theft protection and risk reduction. Premier Wealth Advisors, LLC manages approximately $555 million in client assets, serving both non-high-net-worth and high-net-worth individuals, corporations, and business entities. The firm uses a combination of fundamental and technical analysis alongside Modern Portfolio Theory to create customized portfolios within a core/satellite framework, offering both standalone financial planning and discretionary investment management.

Debra Burnham is a financial advisor at Premier Wealth Advisors, LLC with 40 years of industry experience and holds a Series 63 designation. She has worked at firms including Cetera Advisors LLC, First Allied Advisory Services, First Allied Securities, and RMB Capital Management. Burnham serves as a co-trustee for the Bernheim Arboretum and Research Forest Trust and volunteers as a board member for the Scarsdale Transfer Education Plan (STEP) nonprofit. Premier Wealth Advisors, LLC manages approximately $555 million in assets for individuals, corporations, and other entities, offering both financial planning and investment management services. The firm employs a core/satellite investment approach that combines passive index strategies with active managers and tailors portfolios to client risk tolerance, time horizon, and liquidity needs.

Gregory Rickens is a financial advisor at Premier Wealth Advisors, LLC in New York, NY, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera Advisors LLC and First Allied Advisory Services, INC. Rickens has been with Premier Wealth Advisors since 2020. Premier Wealth Advisors, LLC is an SEC-registered advisory firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary management, and wealth management services. The firm uses a combination of fundamental and technical analysis along with Modern Portfolio Theory to create customized portfolios tailored to clients’ risk tolerances.

John Diaz is a financial advisor with Premier Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has worked at several firms, including Cetera Advisors LLC and Nathan & Lewis Securities, Inc. Diaz serves as treasurer for the Surfrider Foundation New York City Chapter, a nonprofit organization. Premier Wealth Advisors, LLC manages approximately $555 million in client assets, providing financial planning, discretionary investment management, and comprehensive wealth management to individual and corporate clients. The firm employs a core/satellite investment approach combining fundamental and technical analysis with Modern Portfolio Theory to create portfolios tailored to client risk tolerance and goals.