Advisor at Monument Asset Management, LLC
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Firm
Monument Asset Management, LLC
Location
Charlestown, MA
Credentials
Series 63, Series 66
Industry experience
18 years
Edward Tribble is a financial advisor at Monument Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Manulife Asset Management and John Hancock. Since 2019, he has been with Monument Asset Management, a firm that provides financial planning, portfolio management, retirement plan consulting, and third-party investment adviser recommendations to individuals, high-net-worth clients, corporations, charities, and pension/profit-sharing plans. The firm customizes portfolios using asset allocation combined with fundamental and technical analysis and offers both discretionary and non-discretionary management, including ERISA fiduciary services and hourly billing options.
Based on Monument Asset Management, LLC
1.00% annually
$300 per hour (negotiable)
Account minimum: $25,000
Charlestown, MA
Massachusetts
Monument Asset Management, LLC
2019 - Present (7 years)
UnEmployed
2017 - 2019 (2 years)
Manulife Asset Management
2014 - 2017 (3 years)
John Hancock Funds llc
2014 - 2017 (3 years)
John Hancock
2014 - 2017 (3 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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