Edward Wilhelm
Portfolio Analyst & Trader at Bouchey Financial Group, Ltd. | United States
Edward Wilhelm’s Email & Phone Number
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Portfolio Analyst & Trader at Bouchey Financial Group, Ltd. in June 2022 - Present
Investment Operations Assistant at Spring Street Financial in June 2021 - June 2022
Financial Services Representative at Northwestern Mutual in May 2020 - June 2021
Head Lifeguard at The Galena Territory Association, Inc in May 2016 - August 2019
Siena College, Bachelor's degree, January 2018 to January 2022
Galena High School, High School Diploma, January 2014 to January 2018
Bouchey Financial Group is an independent, fee-only Registered Investment Advisor serving individuals, families, and businesses since 1990. With a team of 20 experienced professionals—including 9 CFP®s, 3 CPAs, and 2 IRS Enrolled Agents—we manage over $1.5 billion in assets for clients across 34 states and overseas. We are proud to be family-owned and professionally led, with ownership shared among Steven Bouchey (CEO & Chief Visionary Officer), Ryan Bouchey, John Millet, Marty Shields, and Lauren Bouchey. Grounded in fiduciary values and forward-thinking strategy, we’re building toward our next major milestone: $2 billion in assets under management, supported by a deep bench of talent, trusted relationships, and a legacy of putting clients first.
Discover more about Bouchey Financial Group, Ltd.
Director Of Operations & Chief Compliance Officer at Bouchey Financial Group, Ltd.
Director Of Operations at Bouchey Financial Group, Ltd.
(September 2020 – Present)
Client Relationship Manager at Bouchey Financial Group Ltd
Client Services Associate at Bouchey Financial Group, Ltd.
(May 2021 – Present)
Wealth Advisor & Information Officer at Bouchey Financial Group, Ltd.
Wealth Advisor & Information Officer at Bouchey Financial Group, Ltd.
(September 2016 – Present)
Client Relationship Manager at Bouchey Financial Group
Client Relationship Manager at Bouchey Financial Group, Ltd.
(September 2019 – Present)
Associate Wealth Advisor at Bouchey Financial Group, Ltd.
Associate Wealth Advisor at Bouchey Financial Group, Ltd.
(August 2022 – Present)
Wealth Advisor/Tax Planner at Bouchey Financial Group, Ltd.
Specializing in Wealth Advisory, Financial Planning, Tax Planning & Tax Preparation and Equity Compensation Planning for individuals and businesses.
What is Edward Wilhelm email address?
Email Edward Wilhelm at [email protected]. This email is the most updated Edward Wilhelm's email found in 2026.
How to contact Edward Wilhelm?
To contact Edward Wilhelm send an email to [email protected].
What company does Edward Wilhelm work for?
Edward Wilhelm works for Bouchey Financial Group, Ltd..
What is Edward Wilhelm's role at Bouchey Financial Group, Ltd.?
Edward Wilhelm is Portfolio Analyst & Trader
