Eddie Palacios, III

Eddie is a Financial Planner for the firm. Eddie graduated with a Bachelor of Science in Business Administration from the University of Maryland Global Campus. Eddie was assigned to the Naval Criminal Investigative Service and the Navy’s Electronic Attack Squadron One Three Eight where he spent just short of a decade gaining extensive knowledge and experience in logistics, human resources, accounting, office administration, process documentation, scheduling, and travel management. Prior to joining the firm, Eddie broadened his experience in the executive divisions of two diverse civilian sectors. Eddie received his CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board of Standards in 2024. He is also working toward his Master of Science in Personal Financial Planning and Graduate Certificate in Advanced Financial Planning. Currently, Eddie acts as the logistics manager for client report development and presentation, in addition to comprehensive financial plan development for new clients.