Miami (South Florida)
egerton_bullock
 

Egerton (Edge) Bullock

President
 

Egerton Bullock is currently a financial advisor for Morgan Stanley Smith Barney.  He majored in finance and accounting at the University of Pennsylvania's Wharton School and became a CPA at Lybrand Public Accountants.  Edge received his MBA at Harvard Business School in 1986 and after graduation, Edge attended the Lehman Brothers Capital Markets training program and worked in taxable fixed income for over 20 years. Edge is both a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP).  He also has developed a specialty niche in helping foreign clients manage taxable fixed income portfolios.