ETHAN EDWARDS

Investment Adviser Representative

Walking into a financial services office might not be everyone’s idea of a thrilling adventure, but Ethan Edwards is on a mission to transform that experience. From the moment clients step through the door, Ethan is dedicated to ensuring they know their best interests are at the forefront of his mind. He embodies the trust and integrity that Alloy Wealth stands for, treating each client like family. His commitment goes beyond the norm—Ethan is determined to make everyone feel welcomed, secure, and thoroughly satisfied.

With a wealth of experience as a broker and a passion for educating and empowering those he works with, Ethan leverages his deep understanding of the financial industry and investment products to tailor solutions that align with each client’s unique goals. He holds a degree in Business Management and a minor in Leadership Studies from The University of North Carolina Wilmington. Ethan believes in giving his all in every aspect of life, embracing both challenges and triumphs as opportunities for growth.

Outside of his professional life, Ethan is deeply involved with his church, attributing his success to divine guidance and the support of his family. His hobbies reflect his zest for life and adventure: he finds solace in fly fishing amidst the tranquil beauty of the Smoky Mountains, enjoys hiking and fishing, and has a passion for golf, chess, and staying fit at the gym. When he’s not immersed in these activities, you might find him cruising on his motorcycle, savoring the open road. For Ethan, these pursuits are not just pastimes—they are a testament to his vibrant, balanced approach to life and his appreciation for both relaxation and excitement.

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You see, it’s not “will there be” a market downturn, it’s “when” there will be a market downturn. Stock market downturns are inevitable, and that’s why there has to be a clear strategy for your portfolio to help protect your principal during down-market cycles, especially when it comes to retirement planning.

When it comes to investment management, Alloy Wealth will help guide you towards your goals.

Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC - DBA Alloy Investment Management is a state registered investment adviser in South Carolina and North Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC - DBA Alloy Investment Management.