Advisor at Watchtower Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Watchtower Wealth Management, Inc.
Location
Elizabethtown, PA 17022
Credentials
Series 63, Series 66
Industry experience
19 years
Edward Thomas is a financial advisor with Watchtower Wealth Management, Inc. in Elizabethtown, PA, holding Series 63 and 66 licenses and bringing 19 years of industry experience. He previously worked at Waddell & Reed for 12 years and serves as a junior high wrestling coach for the Elizabethtown Area School District. Watchtower Wealth Management is an independent, single-advisor firm providing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a variety of analytic methods and trading strategies, emphasizing diversified portfolios with regular monitoring and client reporting.
Based on Watchtower Wealth Management, Inc.
Fixed fees between $500 and $2,500 for financial planning
$0 - $300,000: 1.30% $300,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
206 South Market Street, Ste. 201
Elizabethtown, PA 17022
Pennsylvania
Elizabethtown Area School District
2018 - Present (8 years)
Watchtower Wealth Management, Inc.
2018 - Present (8 years)
Elizabethtown Child Care Center
2009 - 2016 (7 years)
Waddell & Reed
2006 - 2018 (12 years)
Various Insurance Carriers for W & R Insurance Agencies
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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