Florida Financial Planner, Certified Financial Planner in Sarasota Florida

Richard Edward Torrington, President and founder of Edward Kennedy Mason Financial, has created a comprehensive financial planning model based on putting the client's success at the forefront of every financial planning opportunity.

Richard has expertise in income planning, tax planning and philanthropic heritage planning. As a Certified Financial Planner™, he leads the client's existing attorney or Certified Public Accountant or a team assembled by Edward Kennedy Mason Financial.

Prior to opening Edward Kennedy Mason Financial, Richard served as Chief Financial Officer of another financial planning firm. He was a catalyst in making the company one of Florida's top 100 growth firms, focusing on building long-term relationships by providing clients with valuable service, expertise and complete back-office support to independant financial advisers nationwide.

A Magna Cum Laude graduate of the University of Central Florida with a Bachelor of Science in Finance, Richard was recognized in 2003 as one of the "Top 30 Under 30" professionals by the Tampa Bay Business Journal. He is a member of the Financial Planning Association (FPA).

Allen Hovis - Managing Director

Allen Hovis is our Real Estate and Mortgage expert. Along with being a licensed Insurance agent, he also is a licensed and practicing mortgage broker and commercial real estate agent. For years Allen has been showing clients how to maximize their wealth building potential by integrating credit, mortgage and real estate equity management into their complete financial and retirement plan. He has devised a financial model that he individually tailors for you or your business's unique circumstances. Implementing these techniques ensures rapid equity growth and a greater investment of your funds into the safe, secure products available through him and Edward Kennedy Mason. Optimize your portfolio with Allen today by bundling all the components of your financial well being into one complete, understandable and self-controlled plan.

Allen is a graduate of the University of Maryland (1986) and has been a resident of Sarasota since 1989.

Mark DiCarlo - Executive Director

Mark joins Edward Kennedy Mason bringing an accomplished record working with investors, their families and other professional advisors. His professional credentials bear testimony to his ability to evaluate the performance and efficiency of your financial resources and estate plan to achieve your desired results. Mark is a fully licensed investment and insurance advisor.

Particularly noteworthy is his success with his clients. With over ten years of experience in the financial planning field, Mark's commitment to his clients has helped solidify him as a leading advisor. He specializes in personal financial planning strategies to help his clients achieve financial independence.

Richard Beckwith - Wealth Protection Specialist

As Wealth Protection Specialist for Edward Kennedy Mason, Rick focuses on client relationships during the primary stages of wealth preservation. Rick has worked closely with his clients to ensure their financial needs are being met while specializing in preservation of principal and managing the most important time of their lives. He recognized that people are searching for a reconnection in their financial relationships and offers a vehicle to forming that personal rapport with his clients.

Rick made the transition into the financial planning industry to serve a community in need of a professional understanding their legacy of wealth. Rick is licensed in the state of Florida in risk management solutions.