About Banks Wealth Management LLC

Banks Wealth Management LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, to earn a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our Commitment
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 203-513-8055 .

Edward Banks
Edward Banks AAMS® AWMA® is the founder of Banks Wealth Management LLC. He has been working with clients and investments since 2004. Edward meets with clients to help serve their financial needs by analyzing their financial condition and recommending areas for change or consideration. He focuses on retirement, investment and insurance planning. 

Edward has studied at The College for Financial Planning and has earned the designations Accredited Asset Management Specialist or AAMS® and Accredited Wealth Management Advisor or AWMA®.

Carley Maleri
Carley is a marketing major at the University of Tampa and is working as an intern with Banks Wealth Management.

Jack Hickey
Jack is a finance major at Stone Hill College and is working as an intern with Banks Wealth Management.