Premier Wealth Advisors, LLC

Edward Mally is a CFA® charterholder with 31 years of industry experience. He is currently with Premier Wealth Advisors, LLC, where he has worked since 2022. His prior experience includes roles at New Creek Capital Advisors, LLC and Imperial Capital, where he was employed in various capacities from 2008 to 2020. Premier Wealth Advisors, LLC is an SEC-registered firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary investment management, and wealth management services. The firm uses a combination of fundamental and technical analysis alongside Modern Portfolio Theory to create customized portfolios that blend index exposure with active management and tactical strategies.

Russell Bailyn is a financial advisor at Premier Wealth Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory role, he owns a marketing and professional networking business. Premier Wealth Advisors, LLC serves individuals, corporations, and other entities with financial planning, investment consulting, and wealth management services. The firm employs a core/satellite investment approach, combining fundamental and technical analysis with Modern Portfolio Theory to tailor portfolios according to client risk tolerances.

Jeffrey Kerman is a financial advisor at Premier Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors LLC and First Allied Advisory Services. In addition to his advisory role, Mr. Kerman is a licensed attorney providing tax law, estate planning, asset protection, and elder law services, and he consults on identity theft protection and risk reduction. Premier Wealth Advisors, LLC is an SEC-registered firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary management, and broader wealth management services. The firm employs a core/satellite investment approach combining fundamental and technical analysis with Modern Portfolio Theory to create customized portfolios tailored to client risk tolerances.

Debra Burnham is a financial advisor with Premier Wealth Advisors, LLC, holding a Series 63 designation and bringing 40 years of industry experience. Her career includes roles at Cetera Advisors LLC, First Allied Advisory Services, RMB Capital Management, and she founded Burnham Securities Inc., where she worked for 27 years. Outside of her advisory work, she serves as a co-trustee for the Bernheim Arboretum and Research Forest Trust and volunteers on the board of the Scarsdale Transfer Education Plan, a nonprofit organization. Premier Wealth Advisors, LLC provides financial planning, investment consulting, and wealth management services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs a combination of fundamental and technical analysis with Modern Portfolio Theory to create customized portfolios using a core/satellite approach tailored to clients’ risk tolerances.

Gregory Rickens is a financial advisor at Premier Wealth Advisors, LLC in New York, NY, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera Advisors LLC and First Allied Advisory Services, INC. Rickens has been with Premier Wealth Advisors since 2020. Premier Wealth Advisors, LLC is an SEC-registered advisory firm serving individuals, corporations, and business entities with financial planning, investment consulting, discretionary management, and wealth management services. The firm uses a combination of fundamental and technical analysis along with Modern Portfolio Theory to create customized portfolios tailored to clients’ risk tolerances.

John Diaz is a financial advisor with Premier Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Cetera Advisors LLC and First Allied Advisory Services. He serves as treasurer for the Surfrider Foundation NY City Chapter, a nonprofit organization focused on environmental issues. Premier Wealth Advisors, LLC is an SEC-registered advisory firm serving individuals, corporations, and business entities with comprehensive wealth management, including discretionary investment management and financial planning. The firm employs a core/satellite investment approach that combines fundamental and technical analysis with Modern Portfolio Theory, tailoring portfolios to client risk tolerances and conducting regular reviews.