Ed Skelly, CLU, ChFC, RICP

Principal

Ed Skully

Education & Professional Designations

Ed holds the Chartered Financial Consultant designation (ChFC), and the Chartered Life Underwriter (CLU), and the Retirement Income Certified Professional (RICP) through The American College of Financial Services. Ed graduated from the Culinary Institute with an Associate Degree in Culinary Arts and went on to obtain a Bachelor of Science Degree in Hospitality Management from Florida International University.

Ed values education to promote professional excellence. He is currently obtaining the Wealth Management Certified Professional (WMCP) designation furthering his educational journey.

Ed holds Life and Health licenses as well as Series 6, 7, 63, 65, and 24 FINRA Securities registrations in numerous states.

About Ed

For me, helping people make the most of the assets they have accumulated, the businesses they’ve built or the assets they’ve inherited.  I enjoy guiding clients as they implement the financial strategies that help them work towards their goals. As a Partner at W3 Wealth Management, I take a comprehensive approach to wealth management. I see my role as helping people make smart decisions about their investments, insurance, and retirement plans—providing them with a greater sense of financial independence. With the US Tax code constantly changing and taxes steadily going up, my focus has increasingly become tax-focused where all the investment, insurance, retirement income planning, estate planning intersect. 

With more than three decades of experience in the financial services industry, I’ve been providing financial planning services to residents of the Northern Virginia area since 1990. Since 1996 I’ve expanded my practice across the country.  As a Registered Investment Representative, we’ve consistently strived to preserve and grow the hard-earned assets of our clients, many which have experienced major life changes including retirement, sale of a business, inheritance, divorce or the loss of a spouse or loved one.

Hobbies and Personal Interests

Having attended culinary school and worked in the industry for years, I’m still very passionate about cooking and can be found frequently cooking for friends and family. I love to travel and experience various cultures around the world. I’m also an avid golfer who will always accept an invitation to play a Top 100 Golf Course!

Meet More of Our Team

Chris Alekna Lewis

Chris Alekna-Lewis 

Administrative Assistant

Amy Allen

Amy Allen

Client Service Associate

Nick Benson

Nick Benson

Client Service Associate

Frank Bevilacqua II

Frank Bevilacqua II, CPA, CFP®

President & CEO

Stephen Catalano

Steve Catalano 

Managing Partner

Kelly Galambos

Marketing Coordinator

Garrett Heller

Garrett Heller

Account Review Specialist

Aparna Kerwin

Aparna Kerwin

Client Service Associate

Ali Kobeissi

Ali Kobeissi

Financial Paraplanner

Andrew Lamb

Andrew Lamb

Financial Advisor

Jenna Loader

Jenna Loader

Operations Manager

Steve Peer

Steve Peer

Client Service Administrator

Suzanne Pierson

Suzanne Pierson

Senior Client Service Associate

Bill Schiffman

Bill Schiffman

CPA, PFS | Principal

Stephanie Seese

Stephanie Seese

Senior Client Service Administrator

Laura Steffey

Laura Steffey Moss, CFP®

Financial Advisor

Amy Vaccaro

Amy Vaccaro 

Senior Registered Client Service Administrator

Michael Vasiloff

Michael Vasiloff

Partner & Chief Operations Officer

Steven VonSchriltz

Steven VonSchriltz

Financial Advisor