In the financial services industry, there are generally two ways of obtaining financial services: one is given by stockbrokers, and the other is given by investment advisors. While many investors aren't even aware differences exist, one of the main differences is that investment advisors have a fiduciary duty to act in the best interests of their clients at all times.
Our mission at The Arceo Financial Group is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that can lead to financial clarity and security.
Edgar I Arceo is the CEO of The Arceo Financial Group. As a registered advisor, he serves his clientele from a fiduciary capacity, meaning he is legally required to put his client interests first. His planning process focuses on a holistic approach to addressing and solving his clients' financial needs and objectives.
His bachelor’s degree is in economics, and he has been in the financial business for the last 7 years. He was named the Personal Banker of the Year for the state of TN, MS and AL with one of the biggest financial institutions in the world, and he was promoted as a brokerage associate and investment advisor.
After many changes in the company, and a lot of pressure to sell instead of applying the “golden rule,” he decided, with God’s lead, to start his own company and recruit team members with the same mentality, passion and love for people.
His main passion is his relationship with Jesus and His kingdom. He is involved in many ministries. He enjoys serving at his church, volunteering his time for non-profit organizations, and teaching the gospel of Grace.
He is married and deeply devoted to his wife. They are thinking about having kids in the near future – stay tuned!