JOHN P. CIANCIULLI

President of Team Edge Consulting, designs and delivers consulting and coaching solutions for Wealth Advisory firms and teams in the financial services industry.  John has over 25 years of industry experience, including roles as a Financial Advisor, Branch Manager, and Director of Team Development at Morgan Stanley and predecessor firms.  As President of Team Edge Consulting, John provides keynote presentations and leads dynamic and impactful workshops on key elements of successful Wealth Advisory Teams.  He has personally coached many of the industry's top producing advisors and teams, including advisors in the Barron's 100.

John has an MBA in Finance from Drexel University and a BA in Business from Penn State. He lives in suburban Philadelphia with his wife, Maura, and their two children.

Contact Us   610-793-1144

Building AND Growing 

 Financial Services industry's best performing Teams

 Every Team Edge coaching engagement is 1:1 with a 25 + year Financial Services industry veteran who has

personally been an advisor, built a successful practice, and has a track record of helping others achieve success.

JORDAN WALTERS

Consultant, Team Edge Consulting. After 35+ years at Morgan Stanley, former managing Director, member of Chairman's/President's Club, having built a team of 7 with over

$2B AUM, Jordan retired in 2021. His primary focus is assisting FAs and their teams plan and execute a coordinated, seamless and successful transition. 


Jordan has an MBA in Finance from The Wharton School of the University of Pennsylvania, a BS in Business from USC, and is a CPA (inactive). He lives in the Bay Area with his wife, Joanne, and has two grown sons.