President and CEO at @EdelmanFE, financial services and technology industry veteran, Boston sports junkie
Joined July 2019
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The health and safety of our employees, clients, and communities is my top priority during this challenging time. View my blog to learn how we’re continuing to help the hard-working American families we serve. ow.ly/2Z7N50yOS3F
Larry Raffone retweeted
We're excited to launch “Everyday Wealth,” a new radio show with @soledadobrien & @JeanChatzky. Starting Jan. 1, 2022, join us as we discuss all things personal wealth, tax planning & everything in between. More info here: ow.ly/tT7550H1PlM #FromHereForward #EverydayWealth
I’m extremely proud of the @EdelmanFE team and am honored that we have been named the top RIA in the nation for the fourth consecutive year. Thank you @barronsonline for this honor. #FromHereForward xitter.cf/EdelmanFE/status/14432…
We have ranked #1 for @barronsonline 2021 Top 100 RIA Firms for the 4th time in a row. This is a tremendous honor that represents our dedication to providing top-tier financial planning and investment advice. Read more: ow.ly/utsx50Gih3F #FromHereForward
Viridian’s planners, CPAs and strong tax practice allows us to bring more value to our clients. I’m pleased to welcome the Viridian team to Edelman Financial Engines. Exciting times ahead!
We are excited to welcome Viridian Advisors to Edelman Financial Engines and launch our Tax Practice! Together we can continue to make a difference in the lives of hardworking families. For more details, view our release here: ow.ly/o4AB50EQJaf #FromHereForward
Thank you for the work you’ve done and your willingness to go above and beyond for one another and for our clients. The pride I feel in leading this company is that of a steady drumbeat & it’s entirely due to all of you. Happy Employee Appreciation Day! #FromHereForward
As we celebrate Martin Luther King, Jr. Day it is an honor to announce that I’ve joined 1,500 CEOs and Presidents by signing the CEO Action for Diversity & Inclusion Pledge. Learn more here: ow.ly/lBaB50DboE0
It was great to be at #ICRConference2021 yesterday discussing our growth opportunities and how @EdelmanFE has helped our clients through these challenging times. Thanks @ICRPR and Brian Ruby for hosting me.
Happy holidays from all of us at @EdelmanFE! We hope you take this time to enjoy the holidays with your loved ones.
I’m incredibly proud of our team at @EdelmanFE. Once again, we’ve been ranked the number 1 Independent RIA Firm in the nation by @barronsonline. We’re honored to be in great company:
ow.ly/PSbm50BxN2K
I’m honored to be named as a finalist for the CEO of the Year Award by @wealth_mgmt and looking forward to the virtual awards ceremony on September 10th!
Congrats @ricedelman for being named a finalist for the RIA Firm Thought Leader of the Year Award!
ow.ly/eo7g50B4Uyk
Throughout our history, @EdelmanFE has provided unconflicted advice to our clients and we were an early proponent of the Fiduciary Rule. We continue to advocate for increasing investor protections through our Comment Letter to @USDOL today. Read more: retail.edelmanfinancialengin…
We’re proud to partner with #FeedtheFrontLine this #NationalNursesWeek to provide 5,000 meals to front line workers at hospitals in the communities where our employees live and work. Learn how you can support this amazing cause: ezcater.com/feed-the-front-l…
Are you thinking about making changes to your #401k? @KellySODonnell, our EVP and Head of Workplace, provided insights and advice in @Forbes. Read more about what we’re doing at @EdelmanFE to help our clients. #financialplanning forbes.com/sites/gracelwilli…
In her latest blog, @KellySODonnell shares what we’re doing to help you navigate these unprecedented times.
I am inspired by the incredible acts of kindness and courage happening right now. It’s a privilege to serve so many on the front lines of this global crisis. Read my blog to understand how we are here for them and for you during these uncertain times: linkedin.com/pulse/navigatin…
Larry Raffone retweeted
Are you wondering if you should leave your investment strategy as is? Here’s my answer: ow.ly/izJS50yVQHb
Larry Raffone retweeted
Is the tried-and-true recommendation for investment management still valid during the current COVID-19 crisis? On this weekend’s radio show, I shared strategies that you can apply right now and explained what we’re doing for clients: ow.ly/AMkN50yTjr7
Larry Raffone retweeted
Market volatility can be scary, but history and data have shown that patient, thoughtful investors should stay the course. We’ve survived these types of events before. Read my blog to learn what to do, and not do, during times of market volatility. ow.ly/UZFB50yOPB2
Larry Raffone retweeted
Market volatility will continue! Stay focused on your long-term strategy, as it will take time to get through this current crisis. It might last weeks or months – and we’re here to help you! Listen to my latest advice: ow.ly/YAbe50yLkbI
