Ed Rountree, CFA, CFP®

Wealth Advisor

Ed is a Certified Financial Planner® and works with clients on a variety of financial planning issues. He has 20 years of experience in the financial services industry including time at Legg Mason and Citigroup. Ed earned a B.S. in Paper Science and Engineering from Miami University, and an M.B.A. in Finance from the University of Cincinnati. In 2010 he was awarded the CFA designation and became a member of Bowling’s Investment Committee. Ed became a member of Bowling’s Executive Committee in September 2018. Ed has been with Bowling since 2008.


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