About Us
Edgewood Financial Group is a family-owned firm. David and Marjorie Netkin have enjoyed successful careers in finance for nearly 40 years and joined forces in 2002 before launching Edgewood in 2005. We believe in creating longstanding relationships with our clients, not only because we love partnering with people we like but also because it is essential to our process of custom-designing financial plans that attempt to achieve their goals. We understand our clients entrust their finances – and their future – to our guidance, which both honors and humbles us.
Marjorie and David are Investment Advisor Representatives of Woodstock Wealth Management Inc. and Registered Representatives of St Bernard Financial Services, Inc.
David Netkin
David began his career in fixed income management and sales, enjoying helping people save and earn. In time he realized his clients needed broader guidance to fulfill their financial dreams and began concentrating on portfolio management. David takes great pride in the personal attention he provides every Edgewood client, including getting to know their financial goals and performing ongoing review of their account’s performance to ensure they are on target to meet them.
David is a graduate of Fairleigh Dickinson University with a bachelor of arts degree in Political Science, Magna Cum Laude with Phi Omega Epsilon honors. He and Marjorie reside in Springfield, New Jersey with their son, Brett. David spends his spare time watching Brett play soccer and is an avid sports fan who also loves walking and traveling.
“As a Fiduciary, I do a thorough review of a client’s portfolio and assist them in developing a plan that is suitable to their needs. It’s exciting to add real value to people’s lives and see the process unfold over time.”
Marjorie Netkin
Marjorie has financial planning in her blood, with her father running a small brokerage firm at which she enjoyed working during college and where she learned about the sales and trading of securities. After graduation she headed for Wall Street and launched a successful career in finance before joining forces with David in 2002. She takes great pride in her organizational, analytical and listening skills and closely monitors market trends to quickly adjust client accounts to fully leverage favorable changes.
Marjorie is a graduate of the University of Michigan with a bachelor of arts degree in Economics and Fordham University with an MBA in Finance. She has served as a panelist for the New York Stock Exchange Disciplinary Hearing Board. She and David reside in Springfield, New Jersey with their son, Brett. She spends her spare time watching Brett play soccer and is an avid sports fan who also enjoys running, skiing, yoga and traveling.
“I enjoy creating a financial plan which aligns with my clients’ goals and objectives. I help them decide whether they are on the right path or need to pivot in a new direction. That is what gives me tremendous satisfaction.”
Edgewood Financial Group and Woodstock Wealth Management, Inc. (WWM) are unrelated entities.
Marjorie and David Netkin are Investment Advisor Representatives of Woodstock Wealth Management Inc. (WWM)
250 River Park North Drive • Woodstock, GA 30188
Tel: 800-279-4468 • Fax: 877-431-5728
An SEC Registered Investment Advisor • www.wwmria.com
mnetkin@wwmria.com | dnetkin@wwmria.com
www.edgewoodfinancialgroup.com
Edgewood Financial Group and St Bernard Financial Services, Inc (SBFS) are unrelated entities.
Marjorie and David Netkin are Registered Representatives of St. Bernard Financial Services, Inc. (SBFS)
1609 West Main St. • Russellville, AR 72801
Tel: 479-967-1200 • Fax: 479-967-9344
Member FINRA SIPC • www.stbernardfinancial.com
marjorie.netkin@stbernardfinancial.com
david.netkin@stbernardfinancial.com
Check the background of Our Firm and Investment Professionals on FINRA’s BROKERCHECK