ST. LOUIS, MO--(Marketwired - Nov 15, 2013) - Baltimore, Md., and Edwardsville, Ill., are the newest office locations for brokerage firm Benjamin F. Edwards & Co., company officials announced today. The openings mean the firm has eclipsed the 40-office benchmark, giving it a current total of 41 locations in 22 states.
"We have come a long way since we opened our first office a little more than four years ago, and a lot of hard work by many has made this progress possible," said Benjamin F. (Tad) Edwards IV, founder, chairman and CEO of Benjamin F. Edwards & Co. "Advisors are taking notice of our ability to provide a home in an entrepreneurial atmosphere where they have the freedom to meet their clients' investment and financial planning needs, enjoy an unparalleled dedication to service, and also have access to a competitive assortment of products and services."
Anchoring the new Baltimore location is the Eshmont/Weiner/Rubin Financial Team, which was established in 2003 and is now comprised of the following individuals:
Nancy J. Eshmont, CFP®, Managing Director - Investments: Eshmont began her career in financial services in 1984 and earned her CERTIFIED FINANCIAL PLANNER™ accreditation in 1989. Known for her caring and attentive approach, Eshmont works closely with clients in the education, retirement, and estate planning areas. Eshmont also has primary responsibility for researching and selecting individual securities for the group.
Jeffrey N. Weiner, Managing Director - Investments: Before moving into the securities industry in 1996, Weiner worked as an attorney for eight years. He teamed with Eshmont in 2003, and also helps provide clients with a full range of financial planning and investment management services. Weiner works hard to bring the highest levels of expertise and resources to bear on behalf of the team's clients; he is in charge of identifying, evaluating, and monitoring mutual funds and professional money managers used in the group's client portfolios.
Brian H. Rubin, CRPC®, Financial Consultant - A financial professional with 15 years of experience, Rubin worked in a variety of roles in the retail bank, business bank, and commercial bank divisions for Bank of America for 10 years. He then moved to the investment side of the business in 2008 when he joined Eshmont and Weiner. Rubin continues to work closely with both individuals and businesses, and heads the team's practice in the business retirement plan area.
"Having the distinguished Eshmont/Weiner/Rubin Financial Team introduce Benjamin F. Edwards & Co. and our special brand of client-first service to Baltimore-area investors is exciting for us," said Bill Forrester, senior vice president and eastern regional manager. "They are experienced advisors with a sophisticated client base, and we are certainly pleased to welcome them aboard."
Providing assistance and client service support to the team are their dedicated registered financial associates, Barbara Tims and Katie Hughes Feldman. Tims brings with her 14 years of financial services experience, while Feldman has worked in financial services for 10 years.
All of the members of the Eshmont/Weiner/Rubin Financial Team were previously with Wells Fargo Advisors.
Also announced today is the opening of a new office in Edwardsville, Ill., staffed by Marcy Pinnell, AAMS®, vice president - investments, and Lea Ann Bollinger, a senior financial associate. Pinnell and Bollinger joined Benjamin F. Edwards & Co. in August and had been working from the firm's office in O'Fallon, Ill., until their office was ready in Edwardsville.
Previously, Pinnell spent a number of years as an entrepreneur and small business owner before moving to Edward Jones as an advisor in 2000. In addition to serving her clients, Pinnell also served as a regional leader while at Edward Jones and had training, mentoring, and recruiting responsibilities for her region of 40 to 45 advisors.
Opening an office in Edwardsville has special meaning for CEO Tad Edwards, as the community was founded by Ninian Edwards, Tad Edwards' great-great-great-grandfather and the first territorial governor of Illinois.
"All of our offices are special, but having one in Edwardsville, which was founded by a member of my family, makes it that much more so," said Edwards. "We very much look forward to serving investors in the area and throughout Madison County from this location."
About Benjamin F. Edwards & Co.
With a tagline of "Investments for Generations" and a company logo anchored by the Edwards crest, 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 41 branches in 22 states and more than 300 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, benjaminfedwards.com, GetInAtBenEdwards.com for advisors, or follow the company on Twitter.com/GrowWithBFEC.
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