Edwin Landis

Senior Financial Consultant

Phone: 410-280-5220
Fax: 410-280-5223
E-mail: edwin.landis@lpl.com

Ed Landis' background in financial services began with the degree he earned in Business Administration from Michigan State University in 1966. After graduation, Ed joined the accounting firm of Jack Landis & Co, a well-respected public accounting firm founded by Ed's father in 1945. Ed eventually became a partner, and then decided to expand his career beyond tax into financial planning and investment advice.

A firm believer in the value of ongoing, career related education, in 1989 Ed successfully completed the CERTIFIED FINANCIAL PLANNER™ Professional Education Program sponsored by the College for Financial Planning. He has also successfully completed the Certified Retirement Financial Advisor (CRFA™) Course and the Chartered Federal Employee Benefits Consultant Course (ChFEBC™).     

As a financial consultant, Ed uses his accounting and tax background extensively to help people pursue financial security.  Ed uses a planning process that encompasses  the accumulation of wealth, wealth retention and, eventually, tax efficient asset distribution. 

Recently, Ed has attended a number of intensive seminars on IRA and retirement plan distribution planning presented by Ed Slott, a nationally acclaimed  expert, who has been seen nationwide on many Public Television networks. Additionally, Ed has qualified and been accepted as a member of Ed Slott’s Elite IRA Advisor Group™. Ed has a strong specialty in retirement planning for clients both in the public and not-for-profit sectors.

Ed lives in Annapolis with his wife Susan. He enjoys spending his free time with granddaughter Stevie, 8 and grandson Avery, 5.