Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 63, Series 65, Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
Forest Hills, NY 11375
Edward Blatz serves as Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He specializes in working with high net-worth families, providing estate and wealth management services tailored to each client’s individual goals. Since joining Merrill Lynch Wealth Management in 1985, Edward has developed personalized financial strategies in collaboration with clients’ tax advisors and estate planning attorneys, focusing on comprehensive wealth management and periodic performance assessment.
With 40 years of experience at Merrill Lynch and 12 years in the financial industry overall, Edward's expertise includes college education planning, divorce transition planning, executive compensation, family wealth strategies, and retirement income planning. He holds a Bachelor's Degree from Adelphi University and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Edward was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of The Blatz-Rooney Group.
Outside of his professional work, Edward enjoys golfing, reading, and tennis.
Bank Of America, Na
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
1985 - Present (41 years)
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