Edwin K. Retter, CFP®, CMT

Prior to establishing his own firm, Edwin was employed for 15 years at Raymond James in Melbourne.  During this time he was an integral part of a highly successful practice and specialized in client service, client advisory and portfolio management roles, as well as business management functions. 

Recognizing the importance of comprehensive financial planning in helping clients reach their goals, Edwin obtained his CFP® certification in 2021. As a CERTIFIED FINANCIAL PLANNER™ professional, Edwin works with clients in the areas of investment and tax planning, retirement and educational planning, estate and insurance planning, and financial management.

To better analyze market conditions and manage client portfolios, Edwin joined the CMT Association (formerly the Market Technicians Association) in 2011 and earned the CMT® or Chartered Market Technician™ designation in 2017.  The CMT® program is a multi-year, self-study curriculum in the field of technical analysis, and the designation is held by approximately 3,500 individuals worldwide.

Edwin holds two Bachelor of Science degrees in Aviation Management & Flight, with Honors, from the Florida Institute of Technology and is an FAA-certificated, multi-engine commercial pilot and aircraft dispatcher.  Born in Frankfurt, Germany, and spending his formative years in the northeastern United States, Edwin resides in Melbourne with his wife, Traci.

Rebecca Zegles, Operations Director

An industry veteran, Rebecca joined Retter Capital Management in 2019 after a lengthy career at Raymond James that began in 1997 as Rebecca Stafford. She spent many years working alongside Edwin in a large and growing practice.

As a Client Service Associate, she earned her Series 7 General Securities Representative License in 2004, which allowed her to expand duties and offer an even higher level of client service and support.

In 2010, seeking more autonomy, she joined an independent adviser, Mark Parsons, in Vero Beach. Her duties expanded to include all operational and client-related activities as well as compliance. This history and experience allowed her to coordinate their transition to a fully independent registered investment advisory firm in 2019.

Born in Litchfield, Illinois, to a military family and raised in Melbourne by way of California, Rebecca now lives in West Melbourne with her husband, Shawn, and enjoys traveling, boating and volunteering.

She continues to assist Mr. Parsons in his business and serves as our Operations Director.