OUR MISSION STATEMENT
Customized investment and financial strategies for clients like you
Customized investment and financial strategies for clients like you
The surname "Edwards" traces its origin back to England in 900 a.d. The root words that comprise the name are "ead" and "ward." "Ead" means prosperity and fortune and "ward" means guardian and protector. Centuries later, our team prides itself on embracing our namesake as we strive to be "guardians of prosperity." Serving as your financial guardian involves helping you build, preserve, and distribute wealth. To achieve these ends, we guide you through the process of consolidating assets, building comprehensive financial plans, developing appropriate asset allocations, and adjusting your plan throughout your lifetime. As the old English proverb goes, "In time of prosperity friends will be plenty; In time of adversity not one in twenty." Our commitment is to be with you as the guardians of your prosperity through good times and bad for this generation and the next.
Brian Edwards has been with Morgan Stanley and its predecessor firms for his entire career, dating back to 1989. The success of his practice facilitated the formation of The Edwards Group at Morgan Stanley. Brian is an Executive Director of Wealth Management, a Senior Investment Management Consultant, Professional Alliance Group Director, and a Corporate Client Group Director. He has been a member of Morgan Stanley’s President’s Council or Chairman’s Council since 1996. Brian has been recognized by Barron’s Magazine as one of the country’s top Financial Advisors in 2011, 2012, 2014, & 2015 and The Financial Times as one of the country’s top Financial Advisors in 2014, 2015, & 2016. Brian is a member of the Investment Management Consultants Association, the Association of Professional Investment Consultants, New Albany Country Club, St. Edward Church, Granville Chamber of Commerce, and The United Way. Brian graduated from Benedictine High School and holds a BA degree from Kenyon College in Economics and the Certified Investment Management Analyst designation from the University of Pennsylvania’s Wharton School of Business. Brian has been happily married to his wife, Judy, since 1992. Together, they are kept busy by their daughter, Madeline, and son, Grant.
BM/Supervisor; Securities Agent: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Nicole Edwards joined her brother, Brian Edwards, at Morgan Stanley and its predecessor firms in January, 1999. Her primary responsibilities currently include operational and financial planning oversight, fixed income strategies for clients, and client communication. Nicole’s additional focus on manager research, asset allocation, and portfolio design occurred as a natural outgrowth of her analytical personality. She currently has the distinction of being a Senior Investment Management Consultant/Financial Advisor and a Financial Planning Specialist. Prior to coming to Morgan Stanley, Nicole spent 14 years at United Parcel Service (UPS) in a variety of operational and managerial positions. She received her BA from University of Tampa in English and her MA degree from Vanderbilt University in American Literature. Nicole remains and avid reader and collector of books and wine. She also enjoys volunteering locally with Habitat for Humanity and the Mid-Ohio Food Bank as well as serving as a Westerville Symphony Board Trustee.
Securities Agent: AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, NC, NE, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Matt Terwilliger started in the securities industry as a Financial Advisor with Merrill Lynch in 2011. He joined The Edwards Group at Morgan Stanley in July of 2014. He works with individuals and families, with a focus on retirement and estate planning as well as serving as an advisor to the team’s non-profit clients. Matt also guides the team’s Corporate Stock Option Plan clients on appropriate strategies. Matt graduated from The Ohio State University in 2008 with a BS in Family Resource Management. While at Ohio State, Matt was a four-year letter winner and a two-year captain of the Men’s Basketball team which won two Big Ten Championships. After graduating, Matt spent three years playing basketball professionally in Germany. Upon his return to the U.S., he obtained his FINRA Series 7 and Series 66 licenses. Matt lives in Upper Arlington with his wife, Meghan, and their two dogs. He enjoys playing basketball, golfing, skiing, and spending time with friends and family.
Securities Agent: AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, NC, NE, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
Mark Poulin brings to The Edwards Group an extensive experience working with 401(k)s, Profit Sharing, and Defined Benefit Plans. He also provides retirement planning for individuals and families looking to implement goal based strategies. Mark has held senior leadership roles at Aegon, Merrill Lynch, and ING. He graduated from Franklin University with a BA degree in Finance and later returned to receive his MBA in Business Management. Mark continues to expand his retirement expertise by attaining his Certified Retirement Plans Specialist designation and his Certified Retirement Planning Consultant designation. Mark has been happily married to his wife, Lisa, since 1997. They stay active with their children, Chloe and Cali, who attend Columbus Academy, and Conner, who attends Belmont University.
Securities Agent: AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
Stacie Koesters joined The Edwards Group at Morgan Stanley in 2010. Her primary focus is assisting the financial advisors with retirement planning analyses for clients and prospects. In addition, Stacie manages client performance reporting and researches investment manager options. She has the distinction of being a Financial Advisor and a Financial Planning Specialist. She graduated from The Ohio State University cum laude in March 2010 with a Bachelor’s of Science in Business Administration, specializing in Finance. She graduated with business honors after completing the Honors Cohort Program at The Fisher College of Business. Stacie obtained her FINRA Series 7 in 2012 and Series 66 in 2013. Stacie enjoys reading and spending time outdoors with her husband, Craig, and son, Silas.
Securities Agent: AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV; General Securities Representative; Investment Advisor Representative
Jeryne Peterson started in the securities industry in 1979 at Merrill Lynch. She became a registered representative in 1990 where she joined the Prudential Capital Markets and spent eight years working with institutions including STRS and OPERS. In 1997, Jeryne joined Bank One Investment Advisors where she spent six years as a Senior Institutional Equity Trader. Jeryne joined Morgan Stanley in 2003 as a Financial Advisor and joined The Edwards Group at Morgan Stanley in 2014. Her BS in Finance from Franklin University and her 30+ years in the industry will serve her well as the team’s Business Development Associate. Jeryne lives at Buckeye Lake and enjoys boating and social activities. She has been Vice President and Secretary of the Baltimore Rotary, a past Governor of the Buckeye Lake Yacht Club, and a past President of the Village of Buckeye Lake council. Jeryne is on the Granville Chamber Board and the Chamber Alliance. She is also an active member of WELD (Women for Economic Leadership & Development). She enjoys volunteer work and supporting her local community.
Samantha DeVita joined The Edwards Group at Morgan Stanley in 2016 after starting in the industry in 2012. Sam serves as the ‘Group Director’ for the team and as a liason between the financial advisors and staff. Sam provides administrative oversight while still focusing on client service, special projects, and operational efficiency. Sam graduated from Ohio University in 2011 with a BS in Business Administration, specializing in Marketing and International Business. She obtained her Masters of Business Administration from Ohio Dominican University in December 2014. Sam holds her Series 7, 63, and 66 licenses. An avid foodie, Sam enjoys exploring new cuisines. She balances her love of food with regular exercise and values time spent with her family and friends.
Kristy Burcham started working with Brian Edwards in the securities industry with Morgan Stanley and its predecessor firms in 1992 while attending The Ohio State University as a Public Relations major. She transferred to Franklin University, completing her degree through night courses to graduate magna cum laude with a BS in Applied Communication in 1997. She obtained her FINRA Series 7 license in 1998. Kristy enjoys reading, camping, and spending time with her husband, Jim, and daughter, Marissa. Her family extends to her stepdaughter, Sierra, and granddaughters, Iris and Zoah, rounded out by a myriad of beloved rescue pets.
Wendy Chance started in the securities industry with Merrill Lynch in 1997. She worked there in various administrative and operational capacities until she joined The Edwards Group at Morgan Stanley in May 2013. She obtained her Series 7 in 2005 and Series 66 in 2006. Wendy’s experience strengthens the team’s operational ability and client servicing capabilities. Wendy received her Associate’s Degree from Bradford Technical School in 1994. She is a dedicated mother to her daughter, Joy, and her son, Nelson. She enjoys reading, walking, and spending time with her children and their dog, Maddie.
On the Markets
Working closely with you to guide your wealth and investments through the most challenging market cycles.
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