Ed Drake

Principal, MSFP, CFP®, AEP · +1 (713) 351 6016

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Ed Drake is a principal in Baker Tilly’s 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.

Ed Drake offers investment advisory services through United Capital Financial Advisers, LLC (United Capital), a registered investment adviser. United Capital is an affiliate of Goldman Sachs & Co. LLC and subsidiaries of the The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. All other professionals listed herein are not representatives of United Capital. United Capital does not provide tax or legal advice. Investors should consult their tax and legal professional with questions about their particular circumstances. No United Capital advisers are attorneys. Estate planning can involve a complex web of tax rules and regulations. Please consider the counsel of an experienced legal professional before implementing any strategy. Baker Tilly Virchow Krause, LLP (Baker Tilly) and United Capital are separate and unrelated companies.

  • 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