Our Team

Eduardo L. Sordo, CFP®

Senior Vice President, Senior Wealth Advisor, Team Lead

Eduardo “Eddie” Sordo is a Senior Wealth Advisor in the Southeast Region and is a CERTIFIED FINANCIAL PLANNER™ practitioner working directly with select high net worth individuals and families, institutions, trusts, endowments, and foundations. Eddie brings over 22 years of experience serving clients and is driven by his passion to provide outstanding guidance and education to assist clients achieve lifetime and multi-generational financial success.

Eddie’s background is well-rounded and diverse with important experience in financial planning, investment management, charitable gifting, retirement planning and cashflow projecting as well as working with multigenerational families. For many years he has been active in community service and is currently a Trustee and Chair of the Investment Committee for The George Snow Scholarship Fund; an organization whose mission is to provide financial support for students in need of assistance who are pursuing college and advanced education.

He is fluent in Spanish and is a graduate of Jacksonville University, having earned a BS degree in Finance and Business Administration.