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Podcast: Registered Investment Advisor Podcast
Episode: The Art of Fee-Only Financial Advising
Description: Ed Mahaffy founded ClientFirst Wealth Management, LLC. in 2007 after more than 23 years in the wealth management industry. Prior to launching ClientFirst, he spent 6 years as a portfolio manager and independent branch manager with Raymond James Financial Services, Inc., 6 years as a vice president and portfolio manager with Merrill Lynch, and over 11 years as a financial advisor and fixed income portfolio manager with Stephens, Inc.Designated as a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant, Ed holds a Bachelor of Science in Business Administration from The Citadel and earned his MBA from the University of...