Benjamin F. Edwards & Co.

Industry: Company

Description

Founded: 2008 Parent organization: Benjamin Edwards, Inc. Subsidiaries: Benjamin F. Edwards & Co., Investment Banking Arm, Benjamin F. Edwards & Co., Asset Management Arm

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Benjamin F. Edwards & Co. Employees

Employee
Years
Job
Industry
Melissa Watson Melissa Watson Bowling Green, Kentucky Details
Melissa Watson's Benjamin F. Edwards & Co. Experience June 2010 - February 2015
Job Associate Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  February 2015 - Present
Benjamin F. Edwards & Co.   June 2010 - February 2015
Wells Fargo Advisors  April 2005 - June 2010
A.G. Edwards & Sons, Inc.   April 2005 - June 2007

Education
Millikin University
Bachelor of Science (B.S.), Biology

Richland Community College
Associate of Science (A.S.), Science

Warrensburg-Latham High School

Steve Brill, CFP® Steve Brill, CFP® Boynton Beach, Florida Details
Steve Brill, CFP®'s Benjamin F. Edwards & Co. Experience October 2014 - Present
Job Vice PresidentInvestments,CFP®, Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   October 2014 - Present
Wells Fargo Advisors  January 2009 - September 2014
A.G. Edwards & Sons, Inc.   October 1996 - January 2009

Skills
Retirement Planning, Investments, Asset Allocation, Wealth Management, Wealth Transfer, 529 Plans, Insurance, Retirement Income..., Investment Strategies

Education
College for Financial Planning   2006 — 2007
CFP®

State University of New York at Albany   1988 — 1992
Bachelor of Arts (B.A.), Economics

Smithtown East   1984 — 1988

Jason G. Clouse, AWMA ® Jason G. Clouse, AWMA ® Greater Denver Area Details
Jason G. Clouse, AWMA ®'s Benjamin F. Edwards & Co. Experience June 2014 - Present
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   June 2014 - Present
Wells Fargo Advisors, LLC  September 2010 - June 2014
TCF Bank  September 2004 - September 2010
Denver Indoor Kart Racing   October 2002 - September 2004
Jeremy's Microbatch Icecreams   February 1999 - January 2001

Skills
Investments, Retirement Planning, Financial Advisory, Wealth, Customer Service, Portfolio Management, Fixed Annuities, 401k, Asset Management, IRAs, Team Building, Asset Managment, 401k Rollovers

Education
Colorado State University   1995 — 1998
Bachelor of Science, Business Administration

University of Maryland College Park   1994 — 1995
Engineering

Regis University   2007 — 2008
Finance and Accounting

Clarkstown North High School   1989 — 1993

Eric Bench, AAMS® Eric Bench, AAMS® Greater Denver Area Details
Eric Bench, AAMS®'s Benjamin F. Edwards & Co. Experience June 2014 - Present
Job Branch Manager & Senior Vice President Investments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   June 2014 - Present
Wells Fargo Advisors, LLC  April 2006 - June 2014
ImageAmerica, Inc.   January 2003 - April 2006
SAIC  August 1999 - December 2002

Skills
Investments, Mutual Funds, Strategic Financial..., Retirement Planning, Retirement, Wealth Management, Investment Strategies, Financial Advisory

Education
The University of North Dakota   1994 — 1999
Bachelor of Science (B.S.), Geography

O'Gorman

Adelaide Cole Adelaide Cole Saint Louis, Missouri Details
Adelaide Cole's Benjamin F. Edwards & Co. Experience June 2013 - August 2013
Job Graphic Designer at Hi/Tec Copy Center
Industry Graphic Design
Experience
Hi/Tec Copy Center   August 2014 - Present
Freelance Graphic Design  January 2013 - Present
Carnegie Mellon University  August 2012 - May 2014
Carnegie Mellon University  August 2010 - May 2014
Benjamin F. Edwards & Co.   June 2013 - August 2013
The Tartan  December 2010 - December 2012
St. Louis Regional Arts Commission  June 2012 - August 2012

Skills
Adobe Creative Suite, Photoshop, Illustrator, Drawing, Fine Art, Painting, Art, Sculpture, Contemporary Art, Photography, Illustration, InDesign, Visual Arts, Oil Painting, Art History, Digital Photography, Graphic Design, HTML, CSS, Graphics, Layout, Logo Design

Education
Carnegie Mellon University   2010 — 2014
Bachelor of Fine Arts (BFA), Fine and Studio Arts, 3.89/4.0

Institute for American Universities: Marchutz School   2013 — 2013
Study Abroad, Fine and Studio Arts, 4.0/4.0

Taylor Longwell Taylor Longwell Belle Chasse, Louisiana Details
Taylor Longwell's Benjamin F. Edwards & Co. Experience June 2015 - June 2015
Job Mechanic at The Bicycle Shop
Industry Business Supplies and Equipment
Experience
The Bicycle Shop  May 2013 - Present
ELL Creative   July 2015 - July 2015
Benjamin F. Edwards & Co.   June 2015 - June 2015

Skills
Video Editing, Marketing Strategy, Marketing, Film Editing, Power Tools, Hands-on Problem Solver, Hand Tools, Learning Quickly, Mechanics

Education
LSU   2012 — 2016
High School, Marketing

Matt Clooten, CFP®, CRPC® Matt Clooten, CFP®, CRPC® Madison, Wisconsin Area Details
Matt Clooten, CFP®, CRPC®'s Benjamin F. Edwards & Co. Experience June 2010 - Present
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   June 2010 - Present
Wells Fargo Advisors  October 2008 - June 2010
A.G. Edwards   April 2007 - October 2008
Pfizer  October 1998 - March 2007

Skills
Strategic Financial..., Finance, Retirement Planning, Investments, Long-term Care, Wealth Management, Portfolio Management, Personal Financial..., Estate Planning, 401k, Wealth Management..., Alternative Investments, Insurance, Mutual Funds, Investment Strategies, Public Speaking, Investment Advisory, Financial Advisory, IRAs, Life Insurance, Certified Financial..., Retirement, Asset Management, Fixed Annuities, Asset Managment, Asset Allocation, 401k Rollovers, Securities, FINRA, Financial Planners, Financial Services, Bonds, Separately Managed..., Long Term Care, Financial Planning, Annuities, Team Leadership

Education
Kaplan University-Davenport Campus   2011 — 2012
Certificate, Financial Planning Education Program

Northern State University   1992 — 1997
Bachelor of Science (B.S.), Biology, Chemistry, Athletic Training

Robert Rosenbloom Robert Rosenbloom Beaverton, Oregon Details
Robert Rosenbloom's Benjamin F. Edwards & Co. Experience August 2014 - Present
Job Senior Vice PresidentInvestments, Branch Manager at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   August 2014 - Present
Wells Fargo Advisors  2008 - 2014
A.G. Edwards & Sons, Inc.   1983 - 2008
Hammerbeck & Company, Inc.   1978 - 1983
EF Hutton  1973 - 1978
First California Company Inc   1971 - 1973
M.S. Wien & Company   1969 - 1971
Weeden & Co.   1966 - 1969

Skills
Investments, Portfolio Management, Finance, Wealth Management, Financial Services, Financial Analysis, Customer Service, Retirement Planning, Mutual Funds, Investment Advisory, Financial Advisory, Sales

Education
Catawba College   1961 — 1965
BA

Ernie Wright, CFP® Ernie Wright, CFP® Clemson, South Carolina Details
Ernie Wright, CFP®'s Benjamin F. Edwards & Co. Experience June 2014 - Present
Job Branch Manager, Senior Vice President Investments, Wright Wealth Management Group at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   June 2014 - Present
Wells Fargo Advisors  2007 - June 2014
A.G. Edwards & Sons, Inc.   September 1995 - 2007
A.G. Edwards & Sons, Inc.   1981 - September 1995

Skills
Wealth Management, Retirement Planning, Investment Strategies, Asset Allocation, Portfolio Management, Investments, Life Insurance, Mutual Funds, Alternative Investments, Securities, Strategic Planning, Business Strategy, Budgets, Series 7

Education
Clemson University - College of Business and Behavioral Science   1969 — 1977
Bachelor of Science (B.S.), Financial Management

Clemson University - College of Business and Behavioral Science   1969 — 1977
Bachelor of Science (BS), Finance and Financial Management Services

Chester High School   1965 — 1969
high school diploma

Dan Schulte Dan Schulte Saint Louis, Missouri Details
Dan Schulte's Benjamin F. Edwards & Co. Experience October 2012 - Present
Job Manager, Insurance and Annuities at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   October 2012 - Present
A.G. Edwards & Sons, Inc./Wachovia Securities/ Wells Fargo Advisors   June 1997 - October 2012
MetLife  January 1994 - May 1997

Education
University of Missouri-Columbia   1988 — 1991
Bachelor's Degree

Thomas Robb Thomas Robb New London, New Hampshire Details
Thomas Robb's Benjamin F. Edwards & Co. Experience March 2014 - Present
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   March 2014 - Present
Wells Fargo Advisors  January 2008 - March 2014
A.G. Edwards & Sons, Inc.   September 2001 - January 2008

Skills
Asset Allocation, Investments, Securities, Retirement Planning, Finance, Series 7, Financial Services, Investment Strategies, FINRA, Financial Planning

Education
University of New Hampshire   1987 — 1990
Associate of Science (A.S.), Business Administration, Management and Operations

Kevin Stocks Kevin Stocks Charlottesville, Virginia Details
Kevin Stocks's Benjamin F. Edwards & Co. Experience June 2011 - May 2012
Job Summer Associate at Kirkland & Ellis
Industry Law Practice
Experience
Husch Blackwell  May 2014 - July 2014
State Farm Bank  June 2012 - August 2013
Benjamin F. Edwards & Co.   June 2011 - May 2012

Skills
Leadership, Debate, Logic, Microsoft Office, Public Speaking, Financial Analysis, Time Management, PowerPoint, Social Networking, Social Media, Teamwork, Salesforce.com, Strategy, Strategic Financial..., Microsoft Excel, Data Analysis, Access, Analysis

Education
University of Virginia School of Law   2013 — 2016

Millikin University   2009 — 2013
Bachelor of Science (B.S.), Finance, Presidential Scholar, Summa Cum Laude

Bradley Taber Bradley Taber Minneapolis, Minnesota Details
Bradley Taber's Benjamin F. Edwards & Co. Experience September 2012 - December 2012
Job Corporate Trainee at Associated Bank
Industry Banking
Experience
Associated Bank  May 2014 - August 2014
University of Minnesota  September 2013 - May 2014
City of Edina  June 2013 - August 2013
Benjamin F. Edwards & Co.   September 2012 - December 2012
Skyhawks Sports Academy  May 2008 - August 2010

Skills
Teamwork, Marketing, Research, Finance, Marketing Strategy, Sales, Project Planning, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word

Education
University of Minnesota-Twin Cities   2011 — 2015
Bachelor of Science (B.S.), Economics

Westminster School   2009 — 2011

Bruce Melton Bruce Melton Sherman, Texas Details
Bruce Melton's Benjamin F. Edwards & Co. Experience May 2014 - Present
Job Managing Director Investments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   May 2014 - Present
Wells Fargo Advisors  January 2008 - May 2014
A.G. Edwards & Sons, Inc.   August 1986 - January 2008

Skills
Bonds, Investments, Wealth Management, Retirement Planning, IRAs, Mutual Funds, Asset Allocation, Unit Investment Trusts, Investment Strategies

Education
Texas A&M University
Master's degree, Agricultural Business and Management

Texas Tech University
Bachelor's degree, Agricultural Education

Daniel R. Cauley Daniel R. Cauley Destin/Fort Walton Beach, Florida Area Details
Daniel R. Cauley's Benjamin F. Edwards & Co. Experience May 2013 - Present
Job Financial Consultant, the Barlotta Cauley Wealth Management Group at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   May 2013 - Present
Wells Fargo Advisors  January 2008 - May 2013
United States Air Force  1983 - 2011
A.G. Edwards   August 1990 - January 2008

Skills
401k Rollovers, Estate Planning, IRAs, 529 Plans, Annuities, Life and Long Term Care..., Stocks, Bonds, Mutual Fudns, Exchange Traded Funds, Unit Investment Trusts, CDs, Philanthropy

Education
University of Massachusetts, Amherst   1981 — 1983
Bachelor of Arts (B.A.), Political Science

Troy University Dothan
Master of Science (M.S.), International Relations

Mark Franco Mark Franco North Haven, Connecticut Details
Mark Franco's Benjamin F. Edwards & Co. Experience May 2010 - Present
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   May 2010 - Present
Wells Fargo Advisors  December 2008 - May 2010
Wachovia Securities  May 2007 - December 2008
A.G. Edwards   September 1995 - May 2007

Skills
Series 7, Series 63, Wealth Management, Investments, Finance, Asset Allocation, Financial Advisory, Financial Planning, Investment Advisory, Portfolio Management, Securities, Financial Services, Alternative Investments, IPO, Stock Market, Fixed Income Strategies, Life Insurance, Cash Management, Retirement Planning, College Funding..., Retirement

Education
North Haven High

Southern Connecticut State University
Finance

Brent Wilhelm Brent Wilhelm Belleville, Illinois Details
Brent Wilhelm's Benjamin F. Edwards & Co. Experience January 2012 - Present
Job Vice President Investments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   January 2012 - Present
A.G. Edwards & Sons, Inc./Wells Fargo Advisors   November 1998 - January 2012

Skills
Securities, Investments, Portfolio Management, Financial Advisory, Wealth Management

Education
Illinois State University   1990 — 1993
Bachelor of Science, Accounting

Belleville Area College   1989 — 1990

Tim Reese Tim Reese Springfield, Missouri Area Details
Tim Reese's Benjamin F. Edwards & Co. Experience August 2009 - Present
Job Managing Director Investments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   August 2009 - Present

Education
Drury University   1981 — 1985
Bachelor's Degree, Economics

Matt Wormley Matt Wormley Greater Chicago Area Details
Matt Wormley's Benjamin F. Edwards & Co. Experience January 2013 - Present
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   January 2013 - Present
Accenture  August 2002 - January 2013

Education
Bradley University   1997 — 2001
Bachelor of Science, Marketing

Jack Peterson Jack Peterson Atlanta, Georgia Details
Jack Peterson's Benjamin F. Edwards & Co. Experience May 2012 - August 2012
Job Risk Analyst at Intercontinental Exchange
Industry Capital Markets
Experience
Intercontinental Exchange  June 2014 - Present
CME Group  June 2013 - August 2013
Gradient Investments LLC   December 2012 - May 2013
UBS Wealth Management  September 2012 - December 2012
Benjamin F. Edwards & Co.   May 2012 - August 2012
Bethel University  June 2011 - November 2011

Education
Bethel University   2010 — 2014
Bachelor of Arts (B.A.), Economics & Finance

Burnsville High School   2006 — 2010

Lolita Nettles, AAMS®, CRPC® Lolita Nettles, AAMS®, CRPC® Alpharetta, Georgia Details
Lolita Nettles, AAMS®, CRPC®'s Benjamin F. Edwards & Co. Experience October 2014 - September 2015
Job ETrade Financial
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   October 2014 - September 2015
Chamber of Commerce  2014 - 2015
Chamber of Commerce  2014 - 2015
Chamber of Commerce  2014 - 2015
Benjamin F. Edwards & Co.   September 2011 - September 2014
Wells Fargo Advisors  July 2006 - September 2011
SunTrust Investment Services  July 2005 - July 2006
Bay County School District  July 2004 - July 2005
USAA  November 2002 - July 2004
USAA  November 2000 - November 2002

Skills
Variable Annuities, Licensed Life & Health..., Fixed Annuities, Bonds, Elementary Education, Municipal Bonds, Florida Notary, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Retirement, Management, Financial Planning, Series 7, Financial Services, Strategic Planning

Education
University of Phoenix   2002 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General

Excelsior College   1995 — 1998
Bachelor's Degree, General Business

Pikes Peak Community College   1991 — 1991
Associate's Degree, General Studies

Answer Marketing Speed Networking

Troy Cox, CFP® Troy Cox, CFP® O Fallon, Illinois Details
Troy Cox, CFP®'s Benjamin F. Edwards & Co. Experience January 2012 - Present
Job Vice President Investments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   January 2012 - Present
A.G. Edwards & Sons, Inc. / Wells Fargo Advisors   September 2004 - January 2012
Martin Wier Financial   July 1996 - September 2004

Skills
Investments, Retirement Planning, Investment Advisory, Uniform Combined State..., Asset Allocation, Wealth Management, IRAs, Investment Strategies, Securities, Mutual Funds, Portfolio Management, Education Savings..., 529 College Savings..., 401k Rollovers, 403 b

Education
Southern Illinois University, Carbondale   1990 — 1993
Bachelor of Science (B.S.), Finance, General

Belleville East

Jeffrey Wynsma, CIMA Jeffrey Wynsma, CIMA Greater Chicago Area Details
Jeffrey Wynsma, CIMA's Benjamin F. Edwards & Co. Experience March 2010 - July 2013
Job Director of Product Strategy and Research, Elkhorn Investments
Industry Financial Services
Experience
Elkhorn Investments   July 2013 - Present
Benjamin F. Edwards & Co.   March 2010 - July 2013
Wells Fargo Advisors (successor of A.G. Edwards & Sons)   September 2005 - March 2010
Chicago Board of Trade  January 2004 - September 2005
Kingsland Financial   September 2002 - March 2004
Claymore Partners   January 2002 - September 2002
CBOE  February 1996 - January 2002
Helios Devrivatives Group   February 1995 - February 1996
Chicago Research & Trading (CRT)   December 1984 - February 1995

Skills
Options, Trading, Portfolio Management, Series 7, Hedge Funds, Securities, Risk Management, Investments, Alternative Investments, Equities, Series 63, Investment Advisory, Wealth Management, Asset Management, Mutual Funds, Investment Strategies, Bonds, Finance

Education
Seidman Graduate School of Business   1984 — 1984

Hope College   1979 — 1983
Bachelor's degree, Economics

Deborah Placke Deborah Placke Greater St. Louis Area Details
Deborah Placke's Benjamin F. Edwards & Co. Experience February 2010 - Present
Job Associate Vice President Financial Planning and Securities Research Support at a Financial Firm in St. Louis
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   February 2010 - Present
A. G. Edwards & Sons, Inc.   1986 - 1997

Skills
Retirement Planning, Investments, Strategic Financial..., Series 65, Microsoft Office, Excel, Word, Asset Allocation, Series 7

Education
Southeast Missouri State University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Vince Egan Vince Egan Greater New York City Area Details
Vince Egan's Benjamin F. Edwards & Co. Experience July 2013 - Present
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   July 2013 - Present
Wells Fargo Advisors, LLC  May 2008 - July 2013
AG Edwards & Sons Inc.   July 2003 - May 2008
Centis Consumer Products   March 2003 - March 2004
Lucent/Vtech/AAT   2000 - 2003
Sony  1990 - 1996

Education
Fairleigh Dickinson University   1984 — 1987
MBA, Accounting

Rutgers, The State University of New Jersey-Newark   1974 — 1978
BA, Urban Planning

Passaic Valley High School   1969 — 1973
HS Diploma, college prep

Todd Brandstadt, CFP® Todd Brandstadt, CFP® Greater Grand Rapids, Michigan Area Details
Todd Brandstadt, CFP®'s Benjamin F. Edwards & Co. Experience April 2014 - Present
Job Branch Manager; Managing Director Investments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   April 2014 - Present
Raymond James  November 2008 - April 2014
A. G. Edward & Sons, Inc.   May 2003 - November 2008
A. G. Edwards & Sons, Inc.   June 1995 - May 2003
Chicago Board of Trade  September 1993 - June 1995

Education
Kalamazoo College   1990 — 1993
Bachelor of Arts, Economics and Business Administration

Berkley High School   1985 — 1988

Karen Zeller Karen Zeller Greater New York City Area Details
Karen Zeller's Benjamin F. Edwards & Co. Experience August 2014 - August 2015
Job Financial Associate
Industry Financial Services
Experience
OLL School   September 2015 - Present
Benjamin F. Edwards & Co.   August 2014 - August 2015
Wanderpolo & Siegel   March 2014 - August 2014
Robert Half International  July 2013 - February 2014
SCS School   September 2005 - June 2013
Mountview Road School   January 2004 - June 2005

Skills
Social Studies, Elementary Education, Telephone Skills, Special Education, Microsoft Excel, Classroom Management, Lesson Planning, Differentiated..., Classroom, Language Arts, Tutoring, Literacy, Curriculum Design, Smartboard, Educational Leadership, Curriculum Development, Teacher Training, Educational Technology, Teaching, Outlook, Microsoft Word, Teaching Writing, Fax, Creative Writing

Education
Caldwell University   1998 — 2002
BA, Elementary Education/Social Studies

Immaculata High School   1974 — 1978

Janet Bone, CFP Janet Bone, CFP Greater St. Louis Area Details
Janet Bone, CFP's Benjamin F. Edwards & Co. Experience January 2012 - Present
Job Senior Vice President Investments, Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   January 2012 - Present
Wells Fargo Advisors (formerly A.G. Edwards)   July 2009 - January 2012
A.G. Edwards & Sons, Inc.   May 1986 - July 2009
Missouri State Bank & Trust Co.   April 1983 - April 1986

Skills
Investment Advisory, Investments, Wealth Management, Asset Allocation, Retirement Planning, Uniform Combined State..., Mutual Funds, Retirement, Securities, Investment Strategies, IRAs, Fixed Annuities, Portfolio Management, Asset Managment, Strategic Financial..., Bonds, Unit Investment Trusts

Education
College for Financial Planning   1988 — 1990
Certified Financial Planner, Finance and Financial Management Services

Eastern Illinois University   1981 — 1983
B.S. in Business, Marketing/Personnel Management

Rick Balmaseda, CFP® Rick Balmaseda, CFP® Danbury, Connecticut Details
Rick Balmaseda, CFP®'s Benjamin F. Edwards & Co. Experience February 2011 - Present
Job Investing Experience for over 33 years
Industry Investment Management
Experience
Benjamin F. Edwards & Co.   February 2011 - Present
Wells Fargo Advisors  January 2008 - February 2011
Wachovia Securities  January 2003 - January 2008
Prudential Securities  March 1984 - January 2003
Moseley,Hallgarten,Estabrook, and Weeden, Inc.   August 1981 - March 1984

Skills
Retirement Income..., Retirement Planning, Wealth Management

Education
Colgate University   1976 — 1980
Social Relations

Josh Willard, CFP® Josh Willard, CFP® Mountain Home, Arkansas Details
Josh Willard, CFP®'s Benjamin F. Edwards & Co. Experience July 2014 - Present
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   July 2014 - Present
Wells Fargo Advisors, LLC  March 2011 - July 2014
Prewitt Wealth Management Group of Wells Fago Advisors, LLC   May 2007 - March 2011
United States Air Force  August 2001 - August 2005

Skills
Wealth Management, Retirement Planning, Financial Services, Management, Fixed Income, 401k Rollovers, Insurance, Liability Management

Education
University of Arkansas at Fayetteville   2005 — 2008
Bachelor of Science, Finance, and a minor in Accounting

Mountain Home High School   1999 — 2001
High School

Tom Liptack Tom Liptack Greater New York City Area Details
Tom Liptack's Benjamin F. Edwards & Co. Experience May 2010 - Present
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   May 2010 - Present
FTGX CAPITAL, LLC, Greenwich, CT   2008 - 2009
A. G. EDWARDS & SONS, INC., New York, NY   1999 - 2008
EVEREN SECURITIES, INC., New York, NY   1998 - 1999
WASSERSTEIN PERELLA SECURITIES, INC., New York, NY   1996 - 1998
Jefferies & Company  1988 - 1993

Skills
Series 7, Equities, Portfolio Management, Hedge Funds, Investments, Trading, Series 63, Alternative Investments, Asset Management, Finance, Asset Allocation, Mutual Funds, Business Development, Securities

Education
Connecticut College   1983 — 1986
BA, Economics

Monnye Hedrick Furr, CFP® Monnye Hedrick Furr, CFP® Greater Atlanta Area Details
Monnye Hedrick Furr, CFP®'s Benjamin F. Edwards & Co. Experience July 2010 - Present
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   July 2010 - Present

Skills
Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Securities, Investments, 401k Rollovers, Fixed Annuities, Asset Allocation, Asset Management, Portfolio Management, Investment Advisory, Financial Advisory, Investment Strategies

Education
University of Georgia - Terry College of Business   2001 — 2004
BBA, Management

Rhea Aronhalt Rhea Aronhalt Rome, Georgia Details
Rhea Aronhalt's Benjamin F. Edwards & Co. Experience October 2013 - Present
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   October 2013 - Present

Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Investments, Retirement, Investment Advisory, Strategic Financial..., Series 63, Asset Allocation, Securities, Investment Strategies, Portfolio Management, Financial Advisory, Asset Management, Uniform Combined State..., Financial Services, Estate Planning, Fixed Annuities, Equities

Education
Berry College   2003 — 2007
Bachelor of Science (BS), Economics

Scott Jenson Scott Jenson Brookfield, Wisconsin Details
Scott Jenson's Benjamin F. Edwards & Co. Experience March 2002 - May 2007
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2013 - Present
Wells Fargo Advisors  May 2007 - August 2013
Benjamin F. Edwards & Co.   March 2002 - May 2007
Piper Jaffray  June 1995 - March 2002
RBC  April 1994 - June 1995

Education
Concordia University-Wisconsin   1991 — 1993
Bachelor of Arts (BA), Communcations

University of Wisconsin-Milwaukee   1981 — 1983

Scott J. Marn CFP, AAMS Scott J. Marn CFP, AAMS Cleveland/Akron, Ohio Area Details
Scott J. Marn CFP, AAMS's Benjamin F. Edwards & Co. Experience January 2011 - Present
Job Vice President Investments
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   January 2011 - Present
Wachovia Securities/Wells Fargo Advisors  June 2007 - January 2011
A.G. Edwards & Sons, Inc.   June 1996 - June 2007

Skills
Estate Planning, Project Planning, Financial Services, Series 7, Retirement Planning, Retirement, Long-term Care, Insurance, Investments, Strategic Financial..., Mutual Funds

Education
Ohio University   1987 — 1991
Business Administration, Business Pre-Law/Finance

Willoughby South High   1985 — 1987

Todd Stone, CFP® Todd Stone, CFP® O Fallon, Illinois Details
Todd Stone, CFP®'s Benjamin F. Edwards & Co. Experience January 2012 - Present
Job Vice President Investments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   January 2012 - Present
Wells Fargo Advisors, Financial Services   January 2008 - January 2012
A.G. Edwards & Sons, Inc.   March 2000 - January 2008
Casino Queen Inc.  January 1993 - March 2000

Skills
Investments, Uniform Combined State..., Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Securities, Mutual Funds, Retirement, Investment Strategies, IRAs, Fixed Annuities

Education
Arkansas State University   1985 — 1990
Bachelor's degree, Finance

Marc Kessler Marc Kessler Greater St. Louis Area Details
Marc Kessler's Benjamin F. Edwards & Co. Experience 2012 - Present
Job Vice President & Manager at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   2012 - Present
Wells Fargo Advisors  2009 - 2011
Wells Fargo Advisors  2008 - 2009
A.G. Edwards   2001 - 2008
A.G. Edwards   1998 - 2001

Skills
Series 7, Operational Risk..., FINRA, Relationship Management, Series 24, Series 53, Series 63, Series 66, Team Development and..., Outsourcing Management..., Offshoring Process..., Business Process..., Merger Integration, Customer Service, Anti-Money Laundering, Advisory Programs, Wealth Management, Uniform Combined State..., Securities, Mutual Funds, ETFs, Bonds, Credit, AML

Education
University of Kansas
Bachelor of Science, Business Administration, Business

Cynthia Bohme Cynthia Bohme Greater St. Louis Area Details
Cynthia Bohme's Benjamin F. Edwards & Co. Experience March 2008 - Present
Job Corporate Secretary, Senior VP, CAO
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   March 2008 - Present
Edward Jones  October 2007 - March 2008
A.G. Edwards   1982 - 1999

Skills
Hold Series 7, Series 65, Series 24, Series 53, Series 27

Education
Maryville University of Saint Louis
MBA, Finance/Accounting

Timothy Oman, CRPC® Timothy Oman, CRPC® Greater Chicago Area Details
Timothy Oman, CRPC®'s Benjamin F. Edwards & Co. Experience May 2015 - Present
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   May 2015 - Present
Wells Fargo Advisors  June 2010 - May 2015

Skills
Finance, Financial Advisory, Retirement, Financial Planning, Portfolio Management, Management

Education
Columbia College Chicago   1983 — 1986
BA, Marketing, Graphic design

Christopher McGill Christopher McGill Wichita, Kansas Area Details
Christopher McGill's Benjamin F. Edwards & Co. Experience May 2012 - Present
Job Associate Vice President Investments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   May 2012 - Present
Wells Fargo Advisors  March 2005 - May 2012
Cargill Meat Solutions  March 1997 - March 2005
US Army  January 1987 - October 1989

Skills
Staff Development, Finance, Business Development, Strategic Planning, Business Strategy, Process Improvement, Portfolio Management, Six Sigma, Project Management, Cross-functional Team..., Financial Analysis, Asset Managment, Strategic Financial..., Change Management

Education
Kansas State University   1990 — 1995
BS, IE

Grant Ingram, CFP®, CRPC Grant Ingram, CFP®, CRPC Leawood, Kansas Details
Grant Ingram, CFP®, CRPC's Benjamin F. Edwards & Co. Experience August 2012 - Present
Job Managing Director Investments at Benjamin F. Edwards & Co., CoBranch Manager
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   August 2012 - Present
Wells Fargo Advisors, LLC  February 2009 - August 2012
A.G. Edwards   February 1996 - February 2009
Ernst & Young  September 1994 - February 1996

Education
University of Missouri-Columbia, College of Business   1990 — 1994
BSBA, Finance

Shawnee Mission South High School   1986 — 1989

Gary Azzolini Gary Azzolini Toms River, New Jersey Details
Gary Azzolini's Benjamin F. Edwards & Co. Experience December 2013 - January 2014
Job Student at Seton Hall University
Industry Accounting
Experience
Benjamin F. Edwards & Co.   December 2013 - January 2014
American Furniture and Carpet Cleaners   August 2013 - August 2013
Crêpe Hut   May 2012 - August 2012
Green Island Club House   June 2010 - August 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Access, PowerPoint, Social Media, Photoshop, Leadership, Teamwork, Problem Solving, Dedicated to work, Friendly Personality

Education
Seton Hall University   2011 — 2015
Bachelor's degree, Accounting and Finance, GPA: 3.58/4.00

Monsignor Donovan High School   2007 — 2011

Marilyn Hedrick Marilyn Hedrick Greater Atlanta Area Details
Marilyn Hedrick's Benjamin F. Edwards & Co. Experience July 2010 - Present
Job VP of Investments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
St. David's Episcopal Church   January 2013 - Present
Benjamin F. Edwards & Co.   July 2010 - Present
St. David's Episcopal Church   2011 - 2014
Wells Fargo Advisors  2008 - July 2010
Wachovia Advisors   2007 - 2008
A..G. Edwards & Sons   January 1993 - March 2007
United States Senate  August 1987 - December 1992

Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Asset Allocation, IRAs, Series 63, Series 7, Retirement, Wealth Management, Mutual Funds, Public Speaking, Securities, Investment Strategies, Certified Financial..., Financial Planning, Financial Advisory, Long-term Care, Teaching, Asset Management, Equities, Compassion, Series 3, Series 8 & 9, Annuities, Insurance, Bonds, IRA's, Long Term Care

Education
EFM   2007 — 2011
University of the South, Education for Ministry

The University of Georgia   1964 — 1969
B.S. M.Ed., Education

Jupiter High School, Jupiter, FL   1960 — 1964
College Prep High School Diploma

Andee Shenocca Andee Shenocca Greater New York City Area Details
Andee Shenocca's Benjamin F. Edwards & Co. Experience July 2013 - Present
Job Senior Vice PresidentInvestments Benjamin F. Edwards & Co. Morristown, NJ
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   July 2013 - Present

Skills
FINRA, Securities License, Series 7, Series 63, Series 65, Series 31, Life & Health Insurance..., Life Insurance, Insurance, Long-term Care, Investment Advisory, Estate Planning, Saving for Education, 529 Plans, Retirement Planning, Wealth Management, Mutual Funds, Investment Strategies, Asset Management, Equities, Investment Management, Separately Managed..., Securities, Strategic Financial..., Bonds, Financial Advisory, Wealth, IRAs, 401k, 401k Rollovers, Wealth Management..., Retirement, High Net Worth..., Finance, Alternative Investments, Wealth Accumulation, Retirement Plan..., Tactical Asset..., Personal Financial..., General Securities..., Financial Services, Fund Of Funds, Rollovers, College Savings Plans, Tax Efficiency

Education
Marywood University   1979 — 1983

Hanover Park High School

Megan Pierson, LPA, LPCA Megan Pierson, LPA, LPCA Raleigh-Durham, North Carolina Area Details
Megan Pierson, LPA, LPCA's Benjamin F. Edwards & Co. Experience June 2013 - April 2014
Job Licensed Psychological Associate, Licensed Professional Counselor Associate
Industry Mental Health Care
Experience
Pierson Psychological Services, PLLC   October 2014 - Present
Benjamin F. Edwards & Co.   June 2013 - April 2014
Wheaton College  September 2013 - December 2013
Centennial Counseling Center  September 2012 - June 2013
Wheaton College  February 2012 - December 2012
Progress Industries  June 2010 - August 2011
Dordt College  August 2009 - December 2010

Skills
Psychology, Mental Health Counseling, Teaching, Psychotherapy, Group Therapy, Adolescents, Mental Health, Counseling Psychology, Family Therapy, Community Outreach, Psychological Assessment, Social Services, Crisis Intervention, Therapists, CBT, Public Speaking

Education
Wheaton College   2011 — 2013
Master of Arts (M.A.), Clinical Psychology

Dordt College   2007 — 2011
Bachelor of Arts (B.A.), Clinical Psychology; Spanish

Jeremy Jacobs Jeremy Jacobs Greater St. Louis Area Details
Jeremy Jacobs's Benjamin F. Edwards & Co. Experience February 2013 - Present
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   February 2013 - Present

Education
The University of Kansas   2001 — 2005
Bachelor of Science in journalism, Strategic Communications

Buffalo Grove High School   1998 — 2001

Lauren Bedor Lauren Bedor Melbourne, Florida Details
Lauren Bedor's Benjamin F. Edwards & Co. Experience January 2014 - Present
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   January 2014 - Present
Wells Fargo Advisors, LLC  April 2012 - January 2014
Investment Management Group  September 2010 - April 2012
Cantina Laredo  January 2008 - July 2010

Skills
Retirement Planning, Asset Allocation, Series 7, Microsoft Office, Financial Advisory

Education
University of North Florida   2006 — 2010
Bachelor of Business Administration (BBA), International Business

Melbourne Central Catholic   2002 — 2006

Derek Lunka Derek Lunka Clemson, South Carolina Details
Derek Lunka's Benjamin F. Edwards & Co. Experience January 2011 - Present
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Investment Management
Experience
Benjamin F. Edwards & Co.   January 2011 - Present
Zebra Imaging  March 2010 - January 2011
IBM  June 2008 - March 2010

Education
Baylor University - Hankamer School of Business   2004 — 2008
BBA

Laura Karr Laura Karr Harrison, Arkansas Details
Laura Karr's Benjamin F. Edwards & Co. Experience October 2014 - Present
Job Financial Associate at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   October 2014 - Present
Pace Industries, LLC  February 2000 - February 2011

Skills
Accounting, Account Reconciliation, Budgets, Customer Service, Financial Reporting, Kaizen, Microsoft Office, Piano Playing, Problem Solving, Management, Teaching, Time Management, Travel

Education
University of Central Arkansas   1997 — 1999
Bachelor's Degree, Bachelor of Business Administration in Accounting

North Arkansas College   1995 — 1997
Associate's Degree

Valley Spirngs High School   1992 — 1995
High School

Kate Wright Dill Kate Wright Dill Clemson, South Carolina Details
Kate Wright Dill's Benjamin F. Edwards & Co. Experience June 2014 - Present
Job Financial Consultant Wright Wealth Management at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   June 2014 - Present
Wells Fargo Advisors  November 2010 - June 2014
Lincoln Financial Group  November 2009 - November 2010
John Hancock Financial Services  June 2008 - April 2009

Skills
Wealth Management, Financial Advisory, Financial Services, Finance, Retirement Planning, Financial Risk, Mutual Funds, Investments, Retirement, Financial Planning

Education
Clemson University - College of Business and Behavioral Science   2004 — 2008
Bachelor of Applied Science (BASc), Business Administration and Management, General

Walhalla High School   2004 — 2008

Brian Vander Lugt, CFP® Brian Vander Lugt, CFP® Wheaton, Illinois Details
Brian Vander Lugt, CFP®'s Benjamin F. Edwards & Co. Experience March 2010 - Present
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   March 2010 - Present
Wells Fargo Advisors  October 2008 - March 2010
A.G. Edwards & Sons, Inc.   May 2007 - October 2008

Skills
401k Rollovers, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management..., Investments, Multi-generational..., Asset Allocation, Life Insurance, Education Funding, 529 Plans, Series 7, Uniform Combined State..., Series 63, Mutual Funds, 401k, Asset Management, Portfolio Management, Long-term Care, Equities, IRAs, ETFs, Financial Services, Fixed Income, Retirement, Fixed Annuities, Investment Strategies, Finance, Wealth Management, Financial Planning

Education
Bethel University   2002 — 2006
Bachelor of Arts (B.A.), Business - Finance/Marketing

Chris McNew, RICP® Chris McNew, RICP® Harrison, Arkansas Details
Chris McNew, RICP®'s Benjamin F. Edwards & Co. Experience January 2015 - Present
Job Senior Vice President Investments, Branch Manager at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   January 2015 - Present

Skills
Investments, Risk Management, Financial Services, Qualified Retirement..., Finance, Retirement Planning, Retirement Income..., Investment Planning, Multigenerational..., Business-Owner Planning

Education
University of Arkansas at Fayetteville   1992 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General

Bruno-Pyatt High School   1988 — 1991

Teresa Zipf, CFP® Teresa Zipf, CFP® Greater Philadelphia Area Details
Teresa Zipf, CFP®'s Benjamin F. Edwards & Co. Experience September 2012 - Present
Job Associate Vice PresidentInvestments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   September 2012 - Present
Wells Fargo Advisors, LLC  November 2004 - September 2012

Skills
Retirement Planning, Wealth Management, Investment Advisory, Financial Planners, Finance, Asset Allocation, Risk Management, Wealth Management..., Mutual Funds, Retirement, Estate Planning, Strategic Financial..., Life Insurance, Long Term Care Insurance, College Education..., College Savings Plans, 401k Rollovers, Wealth Preservation...

Education
Stockton University   1989 — 1993
BA, Accounting

Rutgers University-New Brunswick   1981 — 1985
Coursework

Atlantic Cape Community College
Associate of Science (A.S.), Business Administration and Management, General

Southern Regional High School

Amy Barczuk Amy Barczuk Greater Denver Area Details
Amy Barczuk's Benjamin F. Edwards & Co. Experience January 2014 - March 2014
Job Professional Soccer Player at Boston Breakers
Industry Sports
Experience
Boston Breakers  March 2015 - Present
Great-West Financial  October 2014 - February 2015
Western New York Flash  March 2013 - February 2015
University of Colorado Boulder  August 2014 - November 2014
Benjamin F. Edwards & Co.   January 2014 - March 2014
FC Zorky Krasnogorsk   September 2013 - November 2013
VITA Volunteer Income Tax Assistance  January 2013 - March 2013
Sportswomen of Colorado Foundation   March 2007 - March 2013
University of Colorado  August 2009 - November 2012
University of Colorado Boulder  June 2010 - July 2012

Skills
Leadership, Team Leadership, Always Punctual, Outstanding time..., Competitive, Determination, Highly detail oriented, Organized Multi-tasker, Time Management, Fundraising, Event Planning, Critical Thinking

Education
University of Denver   2014 — 2016
Master's degree, Tax Law/Taxation

University of Colorado at Boulder   2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting

Isaac Norris Isaac Norris Leawood, Kansas Details
Isaac Norris's Benjamin F. Edwards & Co. Experience February 2014 - Present
Job Financial Consultant at Benjamin F. Edwards
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   February 2014 - Present
Merrill Lynch  August 2013 - February 2014
Wells Fargo Advisors LLC  July 2011 - July 2013
Western Capital Resources, Inc   November 2004 - April 2011

Skills
Risk Management, 401k Rollovers, Traditional IRA, Roth IRA, 529 Plans, SEP IRA, Asset Management, Strategic Financial..., Retirement Planning, Negotiation, Entrepreneurship, Executive Management, Account Management, Team Building, Management, Insurance, Customer Service, Strategic Planning, Forecasting, Sales, Business Strategy, Leadership, Business Development, Strategy, Financial Analysis, Sales Management, Finance, Banking, Business Planning, Asset Managment, Financial Services, Marketing, Cash Management, Fixed Income, Stock Market, Options, Financial Markets, Wealth Transfer, Wealth Preservation, Estate Planning, Retirement Income..., Fixed Income Portfolio..., Model Portfolios, Retirement Plan..., Investments, Wealth Management, Fixed Annuities, Life Insurance, 401k, Marketing Strategy

Education
Methodist College   2000 — 2004
BS, Political Science

Angelina Lingua Angelina Lingua Waterloo, Iowa Area Details
Angelina Lingua's Benjamin F. Edwards & Co. Experience November 2013 - Present
Job Financial Associate at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   November 2013 - Present
Veridian Credit Union  February 2006 - October 2013
Hy-Vee  July 1998 - February 2006

Skills
Credit, Financial Services, Customer Service, Trusts, Financial Analysis, Building Relationships, Marketing, Banking

Education
University of Northern Iowa   2002 — 2006
Bachelor of Science, Elementary Education

Hawkeye Community College   2001 — 2002
Associate of Arts, General Studies

Kirkwood Community College   2000 — 2001
Associate of Arts, General Studies

Amanda Rathe Amanda Rathe Chicago, Illinois Details
Amanda Rathe's Benjamin F. Edwards & Co. Experience February 2015 - Present
Job Financial Associate at Benjamin F. Edwards & Co.
Industry Public Relations and Communications
Experience
Benjamin F. Edwards & Co.   February 2015 - Present
Wheaton Chiropractic Spine & Joint Center   November 2014 - February 2015
Fieldglass  June 2014 - October 2014
Mariano's  April 2014 - June 2014
DePaul University  November 2013 - March 2014
DuPage County Clerk's Office   May 2012 - September 2013
WITS  April 2012 - June 2013
The J. Rich Company, LLC   November 2012 - April 2013
Rathje & Woodward, LLC   July 2011 - August 2011
TGI Fridays  May 2010 - August 2010

Education
DePaul University   2010 — 2014
BA, Public Relations and Advertising, Professional Writing, Graduated

Community High School District 94   2006 — 2010
High School Diploma, College Prep

Kayla Henson, PHR Kayla Henson, PHR Greater St. Louis Area Details
Kayla Henson, PHR's Benjamin F. Edwards & Co. Experience September 2011 - Present
Job Human Resources Specialist at Benjamin F. Edwards & Co.
Industry Human Resources
Experience
Benjamin F. Edwards & Co.   September 2011 - Present
Wells Fargo Advisors, LLC  April 2008 - September 2011
Wachovia/FirstPlace   April 2008 - June 2009
Spectrum Healthcare Resources  October 2007 - April 2008
Bulk Transport Company   January 2007 - April 2008
Spectrum Healthcare Resources  June 2007 - September 2007

Skills
Onboarding, Human Resources, Employee Relations, Employee Benefits, New Hire Orientations, Cold Calling, Full-cycle Recruiting, Orientation, PHR

Education
Webster University   2009 — 2011
Master, Human Resource Management

Truman State University   2005 — 2007
Bachelor of Science, Business Adminstration

Jefferson College   2003 — 2005
Assoicate of Arts, General

Crystal City

Crystal City

Jay Budd Jay Budd Greater New York City Area Details
Jay Budd's Benjamin F. Edwards & Co. Experience November 2013 - Present
Job Managing Director Investments Benjamin F Edwards & Co
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   November 2013 - Present
UBS Financial Services  March 2008 - October 2013
Bear Stearns  January 1994 - March 2008

Skills
Equities, Alternative Investments, Series 63, Hedge Funds, Investment Strategies, Series 7, Fixed Income, Capital Markets, Asset Allocation, Wealth Management, Asset Management, Portfolio Management, Investment Banking, Emerging Markets, Bloomberg, Investment Management, Mutual Funds, Private Equity, Securities, Investment Advisory, Investments

Education
University of New Hampshire   1980 — 1983

The Lawrenceville School   1976 — 1979

Todd Thayer Todd Thayer Chesterfield, Missouri Details
Todd Thayer's Benjamin F. Edwards & Co. Experience August 2014 - Present
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   August 2014 - Present
Wells Fargo Advisors  October 2011 - August 2014
Trek Bicycle Store of St. Louis   April 2008 - July 2011

Skills
Retirement Planning, Financial Analysis, Customer Service, Strategic Planning, Relationship Management, Retirement, Microsoft Excel

Education
north kirkwood middle

north kirkwood middle

Webster University

Miami University   2001 — 2003

Zach Dockman Zach Dockman Greater St. Louis Area Details
Zach Dockman's Benjamin F. Edwards & Co. Experience February 2013 - Present
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   February 2013 - Present
Wells Fargo Advisors  January 2011 - January 2013
3M (ESPE)   February 2005 - November 2009
Managed Systems  January 2004 - February 2005

Skills
Strategic Financial..., Investments, Sales, Strategy, Insurance, Customer Service, Marketing, Start-ups, Business Development, Account Management, Project Planning, Finance, Leadership, Sales Management, New Business Development, series 66, Series 7

Education
University of Kansas
Bachelor of Science (B.S.)

Peter Borho Peter Borho Sarasota, Florida Area Details
Peter Borho's Benjamin F. Edwards & Co. Experience July 2015 - Present
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   July 2015 - Present
Riverside Limousine   August 2004 - Present
Raymond James  2005 - July 2015
Briarcliff Market   March 1985 - March 2002

Skills
Retirement Planning, Strategic Financial..., Roth IRA, Retirement, Estate Planning, Trusts, Wealth Management..., Wealth, Financial Advisory, Securities, 401k Rollovers, IRAs, Insurance, Portfolio Management, Fixed Annuities, Pensions, Financial Planners, Investments, Mutual Funds, Series 7, Financial Planning, IRA Rollovers, 529 Plans, IRA's, Insurance Planning, Wealth Transfer, Wealth Preservation, Retirement Income..., Annuities

Education
Colgate University   1980 — 1984
B.A., Economics

Bill Forrester Bill Forrester Greater New York City Area Details
Bill Forrester's Benjamin F. Edwards & Co. Experience May 2009 - Present
Job Sr Vice President Eastern Regional Manager at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   May 2009 - Present
Wachovia/Wells Fargo  2008 - 2009
AG Edwards  1996 - 2008

Education
Boston College - Carroll School of Management   1965 — 1969
BS

Ryan Wormley Ryan Wormley Greater Chicago Area Details
Ryan Wormley's Benjamin F. Edwards & Co. Experience January 2013 - Present
Job Senior Vice President Investments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   January 2013 - Present
Wells Fargo Advisors, LLC.   January 2009 - January 2013
Wachovia Securities  December 2007 - January 2009
AG Edwards & Sons  December 2003 - December 2007
Ceridian  2000 - 2003
Ceridian  January 1997 - November 2000
Ceridian  July 1995 - January 1997
ADP  June 1994 - July 1995
Sigma Chi International   July 1993 - May 1994

Skills
Portfolio Management, Retirement Planning, Business Retirement..., Investments, Finance, Sales, Wealth Management, Series 7, Mutual Funds, Strategic Financial..., Series 63, Asset Management, Equities, Financial Analysis, Fixed Income, Insurance, Financial Services, Estate Planning, Financial Modeling, Strategic Planning, Banking, Alternative Investments, Salesforce.com

Education
Bradley University   1989 — 1993
BS

Jane Matoesian Jane Matoesian Greater St. Louis Area Details
Jane Matoesian's Benjamin F. Edwards & Co. Experience November 2011 - Present
Job Vice President & Managing Counsel at Benjamin F. Edwards & Co.
Industry Law Practice
Experience
Benjamin F. Edwards & Co.   November 2011 - Present
Greensfelder, Hemker & Gale, P.C.   2005 - 2011
A. G. Edwards & Sons, Inc.   1991 - 2005
Gray & Ritter, P.C.   1987 - 1991
The Honorable Joseph H. Goldenhersh   1985 - 1987

Education
Southern Methodist University Dedman School of Law   1982 — 1985
J.D., Law

University of Notre Dame   1978 — 1982
B.A., English and Economics

Dan O'Very Dan O'Very Saint Louis, Missouri Details
Dan O'Very's Benjamin F. Edwards & Co. Experience August 2013 - Present
Job Compliance Associate at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   August 2013 - Present
U.S. Bancorp Investments, Inc.   December 2010 - August 2013
MetLife  April 2007 - November 2010
MetLife  April 2005 - April 2007
American Express Financial Advisors  May 2004 - January 2005

Skills
Branch Inspections, Policies & Procedures, Internal Audit, Advertising Review, Regulatory Exams

Education
Fontbonne University   2008 — 2010
MBA

Marquette University   2000 — 2004
Bachelor of Science, Finance

St. Louis University High   1996 — 2000
High School

Douglas David Rubenstein Douglas David Rubenstein Saint Louis, Missouri Details
Douglas David Rubenstein's Benjamin F. Edwards & Co. Experience June 2012 - Present
Job Senior Vice President and Director of Capital Markets and Business Strategy
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   June 2012 - Present
Stifel Financial Corp.  December 2007 - June 2012
A.G. Edwards   1982 - 2007

Skills
Series 24, Series 7, Series 63, Bonds, Investments, Investment Advisory, Equities, Asset Allocation, Strategic Planning, Microsoft Office, Retirement Planning, Mutual Funds, Asset Managment, Wealth Management, Project Management, Strategic Financial..., Process Improvement, Customer Service, Insurance, Private Equity, Real Estate, Valuation, Investment Banking, Capital Markets, Financial Services, Financial Modeling, Investor Relations, M&A analysis, Mergers & Acquisitions, Corporate Finance, Fixed Income, Banking, Debt & Equity Capital..., Structured Finance, Financial Structuring, Financial Strategy, Bloomberg, Asset Management, Securities, Strategy, Team Leadership, Philanthropy, Executive Management, Business Development, Budgeting, Management Consulting, Business Analysis

Education
Washington University in St. Louis - Olin Business School   1986 — 1989
Master of Business Administration (MBA), Finance, General

Lake Forest College   1981 — 1985
BA, Economics

Jennifer Schultze Jennifer Schultze Saint Louis, Missouri Details
Jennifer Schultze's Benjamin F. Edwards & Co. Experience April 2011 - Present
Job Compliance Officer at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   April 2011 - Present
Wells Fargo Advisors, LLC  October 2009 - April 2011
Wachovia Securities  June 1998 - October 2009
A.G. Edwards & Sons, Inc.   1999 - 2008

Education
Southwest Illinois College   2002 — 2004
Associates, Arts

Southern Illinois University, Carbondale   1992 — 1994

Ward Petty Ward Petty Chattanooga, Tennessee Area Details
Ward Petty's Benjamin F. Edwards & Co. Experience August 2011 - Present
Job Managing Director Investments Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   August 2011 - Present
Wells Fargo Advisors, LLC  2008 - July 2011
A.G. Edwards & Sons, Inc.   February 1991 - March 2008
Prudential Bache Securities  January 1987 - January 1991
Dean Witter  August 1984 - January 1987

Skills
Investments, Series 7, Retirement Planning, Wealth Management..., Wealth Management, Investment Advisory, Strategic Financial..., Estate Planning, Portfolio Management, Financial Analysis, Asset Management, Leadership, Financial Planners, Customer Service, Insurance, Strategic Planning, Public Speaking, Series 63, Mergers & Acquisitions

Education
The University of Tennessee at Chattanooga   1980 — 1984
BS, Accounting

McCallie School   1974 — 1980

Byron Goodrich Byron Goodrich Greater St. Louis Area Details
Byron Goodrich's Benjamin F. Edwards & Co. Experience October 2014 - Present
Job Marketing Associate at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   October 2014 - Present
Wells Fargo Advisors, LLC  September 2010 - March 2014
Wachovia Securities/Wells Fargo Advisors  April 2008 - September 2010
A.G. Edwards & Sons, Inc.   October 2002 - April 2008
Fleishman-Hillard  August 2001 - May 2002

Skills
Marketing Communications, Marketing, Media Relations, Corporate Communications, Market Research, Strategy, Internal Communications, Strategic Planning, Marketing Strategy, Leadership, Strategic Communications, Public Speaking, Customer Service, Event Planning, Public Relations, Event Management, Press Releases

Education
Washington University in St. Louis   2006 — 2008
MBA, Business Administration and Management, General

Brigham Young University   1995 — 2001
B.A., Communications: Public Relations Emphasis

Barry Hickman Barry Hickman Springfield, Illinois Area Details
Barry Hickman's Benjamin F. Edwards & Co. Experience December 2013 - October 2014
Job Experienced Sales Professional
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   December 2013 - October 2014
Edward Jones  February 2010 - November 2013
Corky's BBQ - Memphis  May 2001 - December 2009
A.G. Edwards   May 1993 - May 2002
Governor James R. Thompson   May 1988 - September 1990
Illinois Department of Revenue  August 1986 - May 1988
WICS-TV  May 1984 - August 1986

Skills
Strategic Planning, Public Speaking, Sales, Marketing, Sales Management, Social Media, Account Management, Marketing Strategy, New Business Development, Team Leadership, Networking, Team Building, Coaching, Advertising, Project Management, Event Planning, Leadership Development, Nonprofits, Fundraising, Small Business, Social Networking, Customer Service, Public Relations, Leadership

Education
Illinois State University   1980 — 1984
Mass Communications, Broadcast Journalism

Griffin High School   1976 — 1980

Russell Hart Russell Hart Greater Chicago Area Details
Russell Hart's Benjamin F. Edwards & Co. Experience November 2010 - January 2014
Job CEO and President
Industry Printing
Experience
Benjamin F. Edwards & Co.   November 2010 - January 2014
Intuitive Technologies, INC   January 1999 - 2011
Wells Fargo Advisors  September 2003 - October 2010
Chicago Board of Trade  July 1988 - May 2003

Skills
Series 7, Investments, Securities, Equities, Portfolio Management, Asset Managment, FINRA, Alternative Investments, Wealth Management, Series 63, Trading, Options, Hedge Funds, Commodity, Retirement Planning, Electronic Trading, Trading Systems, Investment Advisory, Fixed Income

Education
Syracuse University   1985 — 1988
BA, English

St. Olaf College   1983 — 1984

Connor P. Dunlop, CFP®, AAMS® Connor P. Dunlop, CFP®, AAMS® Greater St. Louis Area Details
Connor P. Dunlop, CFP®, AAMS®'s Benjamin F. Edwards & Co. Experience September 2010 - Present
Job The Dunlop Investment Group of Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   September 2010 - Present
A.G Edwards/Wells Fargo Advisors   January 2005 - September 2010

Skills
Wealth Management, Finance, Retirement Planning, Uniform Combined State..., Investments, Series 7, Securities, Retirement, Investment Advisory, Mutual Funds, Financial Services

Education
University of Notre Dame   1999 — 2003

Terri Frigerio Terri Frigerio Greater St. Louis Area Details
Terri Frigerio's Benjamin F. Edwards & Co. Experience May 2008 - Present
Job Associate Vice President Administration at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   May 2008 - Present

Skills
Series 7, Retirement Planning, Series 63, Wealth Management

Education
Southeast Missouri State University   1978 — 1980
Business

Tommy Luttrell Tommy Luttrell Birmingham, Alabama Area Details
Tommy Luttrell's Benjamin F. Edwards & Co. Experience May 2013 - Present
Job Financial Consultant, Vice PresidentInvestments, Luttrell Financial Group of Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   May 2013 - Present
A.G. Edwards & Sons, Inc., Wachovia Securities, Wells Fargo Advisors, LLC.   February 2002 - April 2013

Skills
Investments, Series 7, Wealth Management, Retirement Planning, Portfolio Management, Mutual Funds, Strategic Financial..., Financial Analysis, Equities, Series 63, Banking, Securities, Asset Allocation, Retirement, Investment Advisory

Education
University of Alabama

Mary Czerniewski Mary Czerniewski Greater St. Louis Area Details
Mary Czerniewski's Benjamin F. Edwards & Co. Experience September 2009 - October 2009
Job Volunteer at Missouri Botanical Garden
Industry Financial Services
Experience
Missouri Botanical Garden  April 2010 - Present
Benjamin F. Edwards & Co.   September 2009 - October 2009
Wachovia Securities, LLC  October 2008 - August 2009
Wachovia Securities, LLC  January 2008 - September 2008
A.G. Edwards, Inc   January 1995 - December 2007
A.G. Edwards, Inc.   March 1981 - December 1994

Skills
PeopleSoft, Accounting, Management, Leadership, Analysis, Change Management, Financial Analysis, Series 7, Account Reconciliation, Process Improvement, Training, Finance, Auditing

Education
CPA Certification

Southeast Missouri State University   1976 — 1980
Bachelors, Accounting

Brian Rubin Brian Rubin Baltimore, Maryland Area Details
Brian Rubin's Benjamin F. Edwards & Co. Experience November 2013 - Present
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   November 2013 - Present
Wells Fargo Advisors  August 2008 - November 2013
Bank of America  October 1998 - August 2008

Skills
Retirement Planning, Investments, Strategic Financial..., Financial Services, Portfolio Management, Wealth Management, Finance, Series 7, Mutual Funds, Financial Planning, Retirement, Mortgage Lending, Small Business, Credit, Loans, Commercial Lending, Securities

Education
The Johns Hopkins University   1987 — 1989
MAS, Business Administration

University of Maryland Baltimore County   1982 — 1986
BA, Health, Science & Policy

Kimberly Church, AAMS® Kimberly Church, AAMS® Englewood, Colorado Details
Kimberly Church, AAMS®'s Benjamin F. Edwards & Co. Experience January 2014 - Present
Job Sr. Registered Financial Associate at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   January 2014 - Present
Robert W. Baird  October 2009 - January 2014
A.G. Edwards   February 2000 - October 2009
JW Genesis   April 1998 - February 2000

Skills
Series 7, Series 63, Securities, FINRA, Financial Services, Uniform Combined State..., Thompson One, Mutual Funds, Investments, Process Improvement, Manage Client..., Asset Allocation, Wealth Management, Finance, Retirement Planning, Investment Strategies, Portfolio Management, Investment Advisory, Financial Planning, Asset Management, Retirement

Education
Colorado Technical University   2009 — 2010
BS, Business Administration - Finance

Denver Technical College   1999 — 2000
Associates, E-Business Management

Vanessa Somerville Vanessa Somerville Greater St. Louis Area Details
Vanessa Somerville's Benjamin F. Edwards & Co. Experience 2009 - Present
Job Vice President & Manager, Human Resources at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   2009 - Present
Wells Fargo Advisors, Formerly A. G. Edwards & Sons, Inc.   2008 - 2009
A.G. Edwards & Sons, Inc.   1997 - 2008
A.G. Edwards & Sons, Inc.   1990 - 1997
A.G. Edwards & Sons, Inc.   1986 - 1990

Skills
Recruiting, Talent Acquisition, Employee Relations, Employee Benefits, Applicant Tracking..., Personnel Management, Leadership, Human Resources, Vendor Management, Onboarding

Education
Royal Holloway, University of London
Bachelor of Arts, French & German

Libby Romack Libby Romack Panama City, Florida Area Details
Libby Romack's Benjamin F. Edwards & Co. Experience September 2011 - Present
Job Managing Director Investments at Benjamin F. Edwards & Co.
Industry Investment Management
Experience
Benjamin F. Edwards & Co.   September 2011 - Present
Wells Fargo Advisors  December 2008 - September 2011
Wachovia Securities  June 2008 - December 2008
A G Edwards & Co.   April 1993 - June 2007

Skills
Investment Planning, Retirement Planning, Estate Planning, College Education..., Investments, Finance, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Retirement

Education
Gulf Coast Community College   1987 — 1994
Associate of Arts (A.A.)

Mosley High School   1984 — 1987

Carrie Dorman, CRPC® Carrie Dorman, CRPC® Madison, Wisconsin Area Details
Carrie Dorman, CRPC®'s Benjamin F. Edwards & Co. Experience June 2012 - Present
Job Registered Financial Associate at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   June 2012 - Present
Ameriprise Financial Services, Inc.   August 2007 - May 2012

Education
Eastern University   2003 — 2007
Bachelor of Arts (B.A.), Spanish and Missions & Anthropology

Fundación Universidad de las Américas, Puebla, A.C.   2005 — 2006
Spanish and Anthropoligical Studies

Waunakee High School   1999 — 2003
High School Diploma

Brandon Troiano Brandon Troiano Armonk, New York Details
Brandon Troiano's Benjamin F. Edwards & Co. Experience December 2012 - August 2013
Job Client Service Associate
Industry Financial Services
Experience
Thomson Reuters  June 2014 - August 2014
Benjamin F. Edwards & Co.   December 2012 - August 2013

Education
Fordham University   2011 — 2015
Bachelor of Business Administration (B.B.A.), Concentration in Finance, Minor in Economics

Brandon Bell Brandon Bell Greater St. Louis Area Details
Brandon Bell's Benjamin F. Edwards & Co. Experience August 2010 - March 2012
Job Senior Systems Administrator
Industry Information Technology and Services
Experience
Institutional Investment Advisor   March 2012 - Present
Benjamin F. Edwards & Co.   August 2010 - March 2012
Wells Fargo Advisors  February 2008 - August 2010
St. Louis Cardinals / Tecvar, Inc.   May 2007 - February 2008

Skills
VMware, Citrix, Cisco Technologies, Team Leadership, Servers, NetApp, Windows Server, Microsoft Exchange, Hyper-V, Cisco UCS, Cisco Nexus, Storage, Security, NAS

Education
Capella University   2010 — 2013
Master of Science, Information Technology, Information Assurance and Security

ITT Technical Institute-Earth City   2006 — 2010
Bachelor of Science, Information Systems Security, Computer Network Systems

Basic Administration for Citrix NetScaler 9.2   2012 — 2012
Onsite Instructor-led Training (5 Day) - Fort Lauderdale, FL

VMware vSphere: Install, Configure, Manage [V5.1]   2013 — 2013
Onsite Instructor-led Training (5 Day) - St. Louis Park, MN

Core Solutions of Microsoft SharePoint Server 2013   2013 — 2013
Remote Instructor-led Training (5 Day)

Guru Labs - LPIC-1 Exam Prep   2014 — 2014
Onsite Instructor-led Training (4 Day) - Centerville, UT, Linux Professional Institute (LPI)

Guru Labs - Enterprise Linux System Administration   2014 — 2014
Onsite Instructor-led Training (5 Day) - Centerville, UT

SecureNinja - CEH (EC-Council Certified Ethical Hacker)   2014 — 2014
Onsite Instructor-led Training (5-Day) - Alexandria, VA

NetApp Accelerated NCDA Boot Camp - Data ONTAP 7-Mode   2015 — 2015
Onsite Instructor-led Training (5-Day) - Houston, TX

SEC504: Hacker Tools, Techniques, Exploits and Incident Handling   2015 — 2015
SANSFire 2015 - Onsite Instructor-led Training (6-Day) - Baltimore, MD

Dennis Anderson, CFP® Dennis Anderson, CFP® Woodstock, Illinois Details
Dennis Anderson, CFP®'s Benjamin F. Edwards & Co. Experience January 2013 - Present
Job Branch Manager and Senior Vice President Investments
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   January 2013 - Present
Wells Fargo Advisors  March 2011 - January 2013
Wells Fargo Advisors  January 2009 - March 2011
Wachovia Securites  December 2007 - January 2009
A.G. Edwards   March 2003 - December 2007
A.G. Edwards   March 1997 - March 2003
A.G. Edwards   March 1992 - March 1997
City of Woodstock  March 1978 - March 1992

Education
Kaplan University-Davenport Campus   2005 — 2006
Accelerated Certificate in Financial Planning

Northern Illinois University   1971 — 1975
Bachelor of Arts, Political Science, History and Philosophy

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