Edward Plotkin

Edward Plotkin, CWS®, CEPA® boasts extensive experience in the financial services industry, holding key positions at several prominent firms. Edward served as Vice President and Senior Private Banker at MidFirst Bank from September 2005 to September 2010, followed by a role as Vice President of Investments at UBS Wealth Management in 2005. Subsequent roles include Vice President and Senior Wealth Advisor at Contango Capital Advisors from September 2010 to April 2014, and Senior Vice President and Client Advisor at BOK Financial from April 2014 to August 2018. Currently, Edward serves as Private Wealth Advisor and Senior Vice President of Investments at Raymond James, a position held since August 2018. Edward holds a Bachelor of Arts in Economics from the University of Arizona, earned between 1987 and 1991.