Ed Orell Co-Founder

Ed earned a Bachelor’s Degree in Finance from the University of South Florida and he was drawn to financial services in his early twenties when he realized how much value he could add to his client’s lives. He has extensive expertise in insurance products and helping clients create lifetime income to last throughout retirement. He has spent the last 20+ years in the financial services industry and in that time he has helped over 10,000 families protect their futures.

In 2017 Ed and Gianna made a switch to work almost exclusively with public employees as they discovered this group had a huge need for sound financial advice and guidance in the years leading up to retirement.  

Originally from Coral Springs, Ed has lived and worked in Wellington, Fl since 2003. When he isn’t working Ed enjoys riding motorcycles, bowling, and staying fit. 


Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. We are not affiliated with any US, state or local government or Teacher’s association. Investing involves risk, including possible loss of principal. Insurance and annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company. Annuities and Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods