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Edward F. Nelson, MBA*

Ed is the Managing Partner of the American Heritage Financial office based in Pensacola as well as several of our other offices in the Southeast. He has over 30 years of financial services experience and a very deep and diversified background. He began his career with Salomon Brothers, Inc, then spent 8 years at Merrill Lynch as a Financial Advisor, and a Vice President of Consulting and Advisory Services. Ed was also a Senior Vice President of Old Mutual, one of the world's largest insurance companies. His focus is designing holistic portfolios incorporating asset protection and significant asset class diversification. He achieves this by utilizing multiple portfolio analytic tools to select solutions that meet clients' needs and risk profiles. He relocated from New Jersey to Pensacola to join American Heritage Financial and enjoys helping businesses and people work toward achieving their financial objectives.

Ed has an MBA in Finance and a BA in Anthropology.

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