Ed Burklo understands the important role a financial representative plays in helping individuals and families achieve their life goals. As your professional partner, he can provide:
Lifetime Needs Analysis
Ed develops a long-term working relationship with his clients, helping provide financial solutions as they progress through their careers on into retirement.
Personalized Strategies and Solutions Designed to Help Achieve Your Financial Goals: Ed takes pride in listening to his clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, protecting against the loss of a loved one, and insuring long-term care in later life, Ed is here to help.
Objective Investment and Risk Management Advice: This client-centered approach to investment planning can help you assemble a diversified portfolio including insurance and risk management strategies designed to help meet your unique needs.
Ed met his wife Lynne in high school and shortly afterwards had their first child Michelle. He attended Northern Kentucky State College. Ed's first career was with Trans World Airlines initially as a Customer Service Agent. After years of education, he advanced to Field Manager for the state of Ohio and later the Manager of National Accounts for the Central United States. He left TWA in 1986 after a 13 year career and started his entrepreneurial ways as a franchise owner of Little Caesars Pizza in Montgomery County, MD. Ed’s organization and team building skills enable his success as he opened 8 stores and employed over 100, many of whom were students of Montgomery County. After selling his last store in 1999, Ed started his third career as a Financial Representative. Once again his team building, organizational skills and ability to relate to his clients provided the foray to his success as an advisor. Ed is blessed with two daughters and five grandchildren. He is active in the Rockville and Edgewater communities and enjoys boating on the Chesapeake Bay.
Ed is licensed in the following states: CA, DE, DC, FL, IL, KY, MD, NY, PA, SC, VA and WA