Trust Guided By Professionalism  

CONNECT

Address:

1150 Berkshire Blvd Ste 245
Wyomissing, PA 19610

Phone:

610-370-7855

Fax/Other:

610-370-7863

Ed Sep

Ed Sep

Managing Principal

Ed Sep is the Managing Principal of Black Diamond Financial Group and brings more than 15 years of financial experience to the investment management strategies he constructs and maintains for all of his clients. Ed provides his clients with the individualized and personalized services one can expect to receive from a boutique firm, however; due to his affiliation with LPL Financial, he also has access to comprehensive research, top rated analysts, and cutting edge technology, which is normally found at large institutions. This combination allows clients to benefit from the best of both worlds and enjoy greater value and impact when working with Black Diamond Financial Group. Ed began his career as a financial advisor in 1996. He worked in the Reading office of Morgan Stanley Dean Witter until 2004, and then joined Merrill Lynch as a financial advisor. Ed then spent seven years with Merrill Lynch before affiliating himself with LPL Financial in March of 2012. As a Berks County native, Ed now lives with his family in Mohrsville, PA. He enjoys playing soccer, participating in outdoor recreational activities, and spending time with his family.

Phone 610-370-7855
Fax 610-370-7863