Edward M Gallagher III
Wealth Management Advisor|CFP®, CLTC®, RICP®, WMCP®
Personal
Ed Gallagher currently resides in the Glenshaw area with his wife of 28 years (Lynn) and 2 children (Kelly-24 and Ryan-22). In his spare time, Ed is involved with the Shaler community sports and the St. Bonaventure Parish where his kids attended school. He also enjoys attending Pittsburgh Symphony concerts, Pirates and Steelers games with his family and friends, as well as Crossfit classes during the week.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
DeHaven Athletic Association
Ed serves on the Board of Directors for the DeHaven Athletic Association. DeHaven provides baseball and softball opportunities to over 500 boys and girls in the Shaler community.
St. Bonaventure Parish
Ed is also President of the Athletic Association for the St. Bonaventure Parish. The school serves over 400 students in the Glenshaw community.
Professional Experience
Ed has over 31 years experience in the financial services industry. He is focused on Private Client Services for professionals, business owners, executives and high net-worth individuals. These services include family security, asset modeling, retirement planning and income distribution strategies, estate tax planning, charitable giving and education planning. Before joining the Northwestern Mutual Financial Network as a Specialist in 2002, Ed spent almost 20 years at a Private Family Office practice.
Education
- B.A., Finance, University of Dayton, 1984
- College For Financial Planning, 1988
Certifications and Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Retirement Income Certified Professional (RICP®)
- Certified Long Term Care (CLTC)
Civic and Community Affiliations
- United Way – Helping Families Thrive - Board Committee
- Saint Bonaventure Athletic Association – Past President
- Diocese of Pittsburgh Catholic Charities – Giving Advisor
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
