The Advisory Board
EDWARD GUNNELL II
Ed began his career at Charles Schwab, where he stayed for almost 10 years and became one of the youngest Vice Presidents in the company's history at the age of 26. He served as a manager with Prudential Financial and in 2008 founded his own Registered Investment Advisory firm, expanding from investment management into holistic financial planning by also offering tax and insurance services to companies and individuals.
Paul is a business coach and the founder of PS 363, LLC. Before buying a business coaching franchise and becoming certified as an International Business Coach, Paul worked as a Chief Information Officer for KAR, taking that company public and ringing the bell on Wall Street. He has dedicated his life's purpose and passion to help businesses thrive with talented employees and high-level management teams realizing their greatest potential.