Organic Growth Continues at Benjamin F. Edwards & Co.
Firm Adds Advisors to East Coast, Southeast and Midwest Offices
(firmenpresse) - ST. LOUIS, MO -- (Marketwired) -- 08/17/15 -- Company officials for brokerage firm announced today its existing locations in Morristown, N.J., Sarasota, Fla., and Woodstock, Ill., each added a financial advisor. The new hires collectively manage $348 million in client assets.
"We are excited to welcome these three distinguished professionals who share our client-first approach to financial services," said Marty Altenberger, senior vice president and director of branches at Benjamin F. Edwards & Co. "With 50 offices in 24 states, we are thrilled to see that advisors continue to be sold on our business model, which allows them to meet their client needs without firm mandates and directives."
In addition to the firm's progressive business model, Altenberger pointed the company's dedication to staying abreast of industry and technology developments, which enable their advisors to stay focused on what matters most -- their clients' success.
The individuals joining the firm are:
Miceli brings with him more than 23 years of experience in the financial services industry, and concentrates on estate planning strategies and retirement income planning. He transfers from Wells Fargo Advisors.
Also making the move and assisting him with his client service responsibilities is Charles E. Porter, III, who joins the office as a senior registered financial associate.
The Morristown office, which opened in 2013, now employs a total of 11.
Borho began his financial services career in 2006, and focuses on estate planning strategies, retirement planning and wealth management. He joins the firm from Raymond James.
The firm's Sarasota location opened in April 2015 and now employs a total of four.
Oman brings with him more than 10 years of experience in the financial services industry, and concentrates on retirement plans for businesses and retirement income planning. He holds the Chartered Retirement Planning Counselor(SM) (CRPC®) certification from the College of Financial Planning. Oman also joins the firm from Wells Fargo Advisors.
The addition of Oman to the firm's Woodstock office, which opened in 2013, brings total office employment to nine.
With a tagline of "Investments for Generations," Benjamin F. Edwards & Co. is headquartered in St. Louis, Mo. The firm was founded in 2008 by Benjamin F. (Tad) Edwards IV and currently has 50 branch offices in 24 states and more than 400 employees.
A subsidiary of Benjamin Edwards, Inc., Benjamin F. Edwards & Co. is a full-service brokerage and a Registered Investment Adviser, which offers a wide array of financial products, advisory and investment banking services to its clients and financial advisors. For more information about Benjamin F. Edwards & Co., please visit the firm's corporate website, , for advisors, or follow the company on .
For more information, contact:
Margaret Welch
314-703-1215
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Datum: 17.08.2015 - 15:04 Uhr
Sprache: Deutsch
News-ID 414152
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