Gary Edmonds, CIMA®
Managing Director, Financial Advisor
As a Financial Advisor with over 26 years of experience, Gary advises a variety of clientele, from high-net-worth individuals and corporate executives to corporations, non-profits, and small business owners. Specializing in advanced investment and wealth building strategies, Gary utilizes a systematic and planning-based approach to portfolio management.
Gary received a Bachelor of Science degree in Economics from Columbia University in 1995, during which he was a four-year member of the football team. He continued to improve his knowledge of modern portfolio theory and portfolio management strategies as a member of the Investment Management Consultants Association (IMCA) in 2002 and received his Certified Investment Management Analyst (CIMA) Designation through the University of Pennsylvania’s Wharton Business School in 2003.
Prior to launching Beltway Wealth Management and joining LPL Financial in 2022, Gary was a Senior Vice President of Wealth Management with UBS and a Managing Director of Investments with Wells Fargo Advisors.
Gary is an active supporter of several charities including The American Cancer Society, Run Hope Walk, The Dexter and Lydia Manley Foundation, and the Make a Wish Foundation. He and his wife, Christina, reside in Highland, Maryland, and have three children ages 14, 21, and 22. As a family, they enjoy staying active by golfing and spending time outdoors.