ME

Marc Edwards

Associate Vice President at Carson Group

Marc Edwards has a diverse work experience in the financial industry. Marc is currently working at Carson Group as an Associate Vice President and has been in this role since April 2022. Prior to that, they worked at Solution Driven Wealth, LLC as a Financial Advisor from March 2020 to June 2021. In this role, they provided asset and wealth management services, income distribution planning, college savings planning, and estate conservation consultation.

Before joining Solution Driven Wealth, LLC, Marc had a long tenure at TD Ameritrade Institutional. From November 2016 to March 2020, they worked as a Consultant, Advisor in Transition, assisting advisors in exploring the independent RIA model. Marc also had a brief role at TD Ameritrade as an Advisor Onboarding Specialist from June 2016 to October 2016, where they facilitated the onboarding process for advisors and resolved any issues that arose.

Marc's earlier experience includes being a Relationship Manager at TD Ameritrade Institutional from October 2014 to June 2016 and a Client Service Specialist at TD Ameritrade from January 2013 to October 2014.

Marc Edwards earned their Bachelor's degree from York College of Pennsylvania, where they studied from 2006 to 2010.

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Peers

Timeline

  • Associate Vice President

    April, 2022 - present

  • Business Development Consultant

    June, 2021

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