Our Leadership
ADAM GREENSTEIN
Principal & Founder
As the Founder & Principal of Edgewood Advisors, Adam’s vision for his team is to provide the highest level of service, structure, and planning to each one of his clients. Adam and his team focus on creating the best strategies for their clients, focusing on their lifestyle and future goals. Adam entered into this career in 2007, and has quickly grown to a Pinnacle Council producer at Guardian & Park Avenue Securities. He has done this by working tirelessly to ensure he is offering his clients a holistic approach to financial planning.
Adam’s main areas of specialty include 401(k) and corporate retirement planning for small and medium sized businesses as well as retirement accumulation and income planning for private clients. He assists his clients in managing their cash flow so that they can live comfortably up to retirement, and beyond, by implementing strategies that result in an individualized plan.
Adam holds his Series 7, 66 & 24. Adam earned his Retirement Income Certified Professional® (RICP®) designation from the American College, enabling him to focus on the transition from assets to income for his clients. He also holds his Accredited Investment Fiduciary (AIF®) designation showing his commitment towards working in the best interest of his clients.
Adam and his wife reside in NJ with their daughters.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA License #0I30639.
JED GOLDBERG
Vice President, Financial Advisor
Jed has been in the Financial Services Industry for over a decade and has been committed to creating customized comprehensive financial planning solutions for his clients tailored to their goals and objectives. Jed’s mission is to build trusting relationships with his clients to provide the financial knowledge, resources, and guidance to set their minds at ease, so they can focus on what they do best.
As a husband and father himself, Jed understands the importance of protecting those around him, and that is why he is passionate about providing his clients and their loved ones with the financial tools they need to balance providing for today with planning for tomorrow.
Jed is passionate about helping individuals, families, businesses, and business owners succeed financially. He specializes in Retirement and Estate Planning Strategies, Insurance, and Investment Strategies– ensuring that his clients gain the financial confidence and knowledge they need to achieve their financial goals.
Jed is a lifelong resident of the Capital Region, where he currently lives with his wife and two children. When he’s not working, Jed enjoys skiing, snowboarding, playing tennis, boating and spending time with his family.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4088078.
Daniel Dambroff
Vice President, Financial Advisor
Dan has always had a passion for helping others. Shortly after graduating college, Dan joined Guardian. In 2014, Dan was promoted to managing and overseeing the agency’s Disability Insurance department. These experiences gave him the opportunity to see the positive impact financial professionals have on the lives of their clients. In his own life, Dan saw how the absence of proper planning could have a catastrophic effect.
When Dan was a junior in college, his father, an independent business owner and the family’s breadwinner, was diagnosed with a debilitating illness. Not having planned for this life event, nearly everything his dad had worked so hard to create had been undone. Seeing the importance of addressing all of a client’s financial needs, Dan was led to Edgewood Advisors.
Since transitioning to a Wealth Management Advisor, Dan has focused on supporting clients across all stages of life, from the accumulation years to retirement. Providing protection strategies and investment solutions that are tax-efficient, well diversified, and risk-appropriate. Dan’s goal is to be continually invested in his client’s lives: providing guidance throughout all of life’s milestones and everything that happens in between.
Dan lives in Astoria, NY with his wife, Emily, and their dog, Afton (aptly named after the bar where Dan and Emily met). In his free time, Dan loves rooting for the Yankees, attempting to try new restaurants in his neighborhood despite being lured back to his favorite spots, and fine tuning his photography skills.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4099181.
