FSU Credit Union Wealth Advisors

EDWARD KNOWLES, AIF®BFATM

   President / Wealth Advisor

As a Wealth Advisor, Accredited Investment Fiduciary, and Behavioral Financial Advisor with nearly two decades of experience, Eddie's education, expertise, and professional affiliations give him the ability to utilize a holistic “big picture” approach when providing Wealth Management services. Eddie combines his financial skills with a natural ability to explain and articulate complex concepts, helping his clients make well-informed decisions and find meaningful financial solutions.

Growing up in Miami, he sold his 1st company (Aquatic Impressions, Inc.) and moved to Tallahassee in 1994 to attend college. He graduated from Florida State University with a BA in Finance and Marketing, and then started his career as a Financial Advisor with Morgan Stanley. He continued his career with Amsouth Bank, employed in the Wealth Management division, with the title V.P. of Private Banking in Tallahassee. In 2012, he founded Private Wealth Management & Consulting, an independent, holistic Wealth Management firm. Eddie is the President and lead Wealth Advisor for the practice, with offices
in Tallahassee, Eastpoint and Destin, Florida.

Eddie is an active member of the Tallahassee community. He enjoys spending time with his wife Jenna and their three daughters, cooking, camping, fishing and traveling. After breeding American bulldogs for more than 20 years, he has been judging sanctioned NKC American Bulldog shows worldwide for more than 10 yrs.

Practice Focus
Individual & Business Financial Services, Wealth Management, Estate & Tax Planning Strategies, and Insurance & Investment Analysis

Education/Certification
• Bachelor of Arts in Finance from Florida State University
• Bachelor of Arts in Marketing from Florida State University
• Accredited Investment Fiduciary AIF®
• Behavioral Financial Advisor BFA™
• Series 7 and 66
• 214 license Life, Health, and Variable Annuities

Affiliations
• Member, Finance Committee Bradfordville 1st Baptist
• Member, Governors Club
• Member, Financial Services Institute
• Former Board Member, Tallahassee Chamber Ambassador
• Former Member, Tallahassee Sunset Rotary Club

eknowles@pwmcllc.com

Cell: (850) 228-4854

 

CLAUDIA SACHS, CFP®, CTP 

   Wealth Advisor

Claudia L. Sachs, CFP® joined Private Wealth Management & Consulting with over 20 years in the financial services industry. Prior to Private Wealth Management & Consulting, LLC, Claudia was with the State Government 11 years, Morgan Stanley 3 years, Prudential Financial 8 years, and First Florida Investment Services 8 years. Claudia has her Bachelor of Science AgBusiness, Finance Degree from California State University, Fresno. Claudia has attended and completed the Kellogg Executive Program at Northwestern University in 1998 and a Retirement Strategy Program at the Wharton School at University of Pennsylvania in 2007. She completed her Financial Planning coursework through the College of Financial Planning in 1994 and became a Certified Financial Planner™ Practitioner. While working at the Treasurer’s office for the State of Florida, Claudia has also earned her Certfied Treasury Professional (CTP) designation (formerly known as Certified Cash Manager).

She holds a Series 7, Series 31, and Series 66 FINRA registration as well as Life/Health/Variable Annuity.

Claudia is very active in the community with service organizations, civic groups, and volunteer service. The many organizations she belongs to include the GFWC Capital City Woman’s Club, Capital Women’s Network of Tallahassee, Zonta Club of Tallahassee, and the Financial Planning Association(FPA) of Florida.

Claudia was recently honored with being chosen to be inducted into the 2020 class of the “25 Women You Need to Know” by the Tallahassee Democrat. Now in its 14th year, the 25 Women Program is the Tallahassee Democrat’s way of honoring women who lead.

Originally from California, Claudia enjoys spending her time reading, cooking, and traveling. She is married to Walter T. Sachs, Regional Managing Director with the Department of Children and Families.

csachs@pwmcllc.com

Cell: (850) 212-8509