Diane Edwards, AWMA®

With more than three decades of experience in the financial and insurance industry, Diane brings both depth of knowledge and genuine passion to helping individuals and families build strong financial futures. Her approach centers on empowering clients through education and helping them make informed decisions with greater clarity and confidence.

Before dedicating herself fully to wealth management, Diane spent 16 years in corporate leadership roles within the financial services and broker-dealer industry, where she gained extensive experience in compliance oversight, operations management, and administrative leadership. Her background included personally managing and directing areas of compliance monitoring, operational processes, and advisor support within complex regulatory environments. This experience gives her firsthand insight into the demands professionals face while balancing careers, family responsibilities, financial goals, and personal priorities. It also allows her to connect with clients on a practical and personal level, understanding that financial planning is rarely just about numbers — it is about people, relationships, values, and long-term vision.

Today, through a merger with a Connecticut-based financial firm owned by their son, the practice has evolved into Beartas — combining decades of trusted client relationships with expanded resources, multi-generational insight, and a broader depth of financial experience. Together, the team brings a collaborative approach designed to help clients navigate increasingly complex financial landscapes with confidence.

As an Accredited Wealth Management Advisor (AWMA®), Diane believes education is one of the most powerful tools in the planning process. While grounded in traditional investment principles and financial strategies, she also recognizes the important role behavioral finance plays in decision-making. By exploring the experiences and money memories that shape financial habits and perspectives, she helps clients develop strategies that are both financially sound and personally meaningful.

Diane believes the strongest financial plans are built through a balanced approach — combining analytical discipline with thoughtful guidance, long-term perspective, and a deep understanding of each client’s unique life journey.