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How We Work

How We Work

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 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 team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Edward Banks AAMS,AWMA

Financial Advisor

(203) 513-8055

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...

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Glen Maleri

Insurance Specialist - The Maleri Group

(203) 533-4201

Specializing in Group, Commercial and Personal Insurance.

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