Benjamin F. Edwards & Co. this week announced it has added 13 new financial advisors representing $784 million in assets under management.
Based in St. Louis, the independent broker-dealer was founded in 2008 by Benjamin F. (Tad) Edwards IV, the great-great-grandson of the founder of A.G. Edwards, the venerable Midwestern company that was one of the country's largest brokerages before it was bought by Wachovia in 2007, which in turn was bought by Wells Fargo.
Named in honor of Benjamin F. Edwards III, the longtime head of the former A.G. Edwards, the company now has 53 branch offices in 25 states and more than 400 employees after the recent additions.
These additions include the opening of its first two offices in Mississippi—Gulfport and Hattiesburg.
The office in Gulfport is staffed by Bridget Weatherly, branch manager and senior vice president of investments with nearly 20 years of experience in the financial services industry; Tom McCormick, vice president of investments who began his financial services career in 1977; P. Michael Pela, vice president of investments who focuses on advisory portfolios, education and retirement planning strategies; Hal Kaigler, associate vice president of investments; and Angela Wolfe, associate vice president of investments.
All but Wolfe, who previously worked at Edward Jones, are transferring from Wells Fargo Advisors.
In addition, the firm announced the hiring of Kimberly Sylvia, senior financial associate, and Jessica Hammons, financial associate, who will both assist the advisors with their office management and client service responsibilities.
The Hattiesburg office is staffed by Howell Taylor, branch manager and senior vice president of investments. Taylor has 40 years in the financial services business and focuses on investment strategies and retirement planning. He transferred from Wells Fargo Advisors.
He’s joined by Betty Hagg, who is a senior financial associate and will assist with client service responsibilities.
Elsewhere, the company announced that four advisors joined its existing office in Wheaton, Ill., one advisor came aboard in Baltimore, Md., and two advisors joined its Clayton, Mo. office.