Orlando Style Magazine’s
TOP TIER PROFESSIONALS
Jason Edwards, RFC, RFA Edwards Financial Services Jason Edwards is the Managing Partner for Edwards Financial Services, an independent financial planning firm with offices in New York City and in Winter Park, FL. He is responsible for the strategic wealth management and accumulation for his over 3,000 valued clients, of which most are small to medium sized business owners. Edwards Financial Services had been constantly recognized as one of the Top 25 Firms in the financial sector by the American Business Journal. He serves corporate clients and several private and public entities. His philosophy of building lasting community partnerships with a strong emphasis of developing the local business sector has served him and the community well. Mr. Edwards has served on many business-related Boards as well as being the Endorsed Local Provider for Dave Ramsey in the New York City area. He ensures that each of his clients thoroughly understand and are properly guided through the interesting dynamics of finance, insurance, and investment products. Mr. Edwards attributes his exceptional work ethic to his roots in New York, his generosity to his Cajun upbringing in New Orleans, and is proud to call Winter Park home. As an active member of Central Florida and the Tri-State area, Mr. Edwards has been a board member of the American Diabetes Association as well as been actively involved with charities such as the Alzheimer Association, Juvenile Diabetes Research Foundation, and the American Heart Association. He is a proud supporter of the Winter Park Chamber of Commerce as well as the Oviedo/Winter Springs Chamber of Commerce; in addition, he is an active board member of the Advent Winter Park Hospital. Mr. Edwards has been selected as an American Business Journal Executive of the year. As such, Mr. Edwards is truly a comprehensive economic specialist. Before joining Edwards Financial Services, he was a Senior Planner with Prudential Financial. His expertise is often sought as a leading financial and economic consultant for news media platforms by way of both radio and television interviews.
Photography: Jeny Roc Location: Leu Gardens
Today he looks to the financial future with optimism and a strategic, forward-looking blueprint for success.
5494 Lake Howell Dr., Winter Park, FL 32792 | P: 877-678-9400 jedwards@efs-advisors.com | www.EFS-Advisors.com
Nivedita (Niva) Uberoi Jerath, MD MS Neuromuscular Director Dr. Nivedita (Niva) Jerath is a Director of Neuromuscular Medicine in Orlando. She has trained at Harvard University, Mayo Medical School, and the University of Iowa. With her leadership, the neuromuscular division has achieved multiple national recognitions and hosts multiple clinical trials. Her goal is to move the field of neuromuscular medicine forward. The message in this issue is one of hope. Hope can be easily lost with unexpected hardships. But with darkness there is light, with pain there is pleasure, with death there is birth, with failure there is growth, and with heartache there is love. As life is full of ups and downs, the ups present more often with hope and preparation. When Dr. Jerath was faced with unexpected obstacles, a force of good luck helped her meet a top tier professional such as Mr. Jason Edwards, who is the managing partner for Edwards Financial Services, a leading financial planning firm in Central Florida for the past two decades. Mr. Edwards gave her hope and helped her focus on her personal and financial goals. Working with Mr. Edwards has been a worthwhile investment. Skilled, passionate, and experienced financial advisors such as Mr. Edwards can allow for dreams to come true, so this top tier recognition is dedicated to him as he is like the “Warren Buffet of Central Florida”. Upon meeting Mr. Edwards, it has been immediately obvious that there are shared values of hard work, excellent communication skills, kindness, honesty, philanthropy, intelligence, good health, style, and trust. Top tier results come from top tier relationships. When unexpected tragedies occur outside of one’s control, planting the seeds of future success is crucial to help design an ideal life, similar to how we craft a beautiful garden. This would include seeds for strong relationships, financial security, and anything that contributes to long lasting happiness. As we wait for the seeds to grow, hope helps us continue to focus on our goals and dreams. So don’t lose hope—amazing things are soon to happen!
Photography: Jeny Roc Location: Leu Gardens
265 E. Rollins Street, Orlando, FL 32804 | P: 407-303-6729 Follow Dr. Niva on Facebook or Instagram Special Promotional Feature
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