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Ed Drake

Ed Drake

Executive Managing Director, MSFP, CFP®, AEP · +1 (713) 351 6016

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Ed Drake is an executive managing director with Baker Tilly Wealth Management, LLC. Ed is a member of the firm’s wealth management practice in the Houston office. A veteran wealth management leader, Ed offers expert integrated financial planning, retirement and succession management services to individuals and entrepreneurs who crave a better financial guidance process and partner. Ed’s primary goal is to provide service grounded in an integrated planning approach and unique guidance process.

He brings decades of experience working with business owners, professionals and executive clients, and high-net worth families. His experience includes investment management, risk management, and strategic planning related to business, retirement, estate and asset allocation.

  • Decades of experience in the financial industry, helping clients address complex financial needs and meet their goals
  • An agile, values-based approach to financial guidance that translates into nimble strategies and solutions that adjust with what life throws at you
  • Houston Estate and Financial Forum (HEFF)
  • Prior chair of Allinial Global Wealth Management Community of Practice
  • Prior advisory board member of University of Wisconsin Personal Finance Program

Location

Texas

Education

College for Financial Planning (Centennial, Colorado)
Master of Financial Planning

University of Wisconsin – Madison
Bachelor of Business Administration in finance

Expertise

Disclosure

View disclosure information about Baker Tilly Wealth Management and its investment advisor representatives on the SEC Investment Advisor Disclosure website.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment adviser. BTWM is a wholly owned subsidiary of Baker Tilly US, LLP (Baker Tilly) an accounting, tax and advisory firm. Baker Tilly is an independently owned and managed member of Baker Tilly International. © 2021 Baker Tilly Wealth Management, LLC