ST. LOUIS, MO--(Marketwired - Apr 21, 2014) - Brandstadt & Lambrix Wealth Advisors are anchoring the new Benjamin F. Edwards & Co., office in Grand Rapids, Mich., company officials announced today. With an existing office in Midland, the new Grand Rapids location is the firm's second in Michigan.
Brandstadt & Lambrix Wealth Advisors is comprised of the following individuals:
Todd H. Brandstadt, CFP®, Branch Manager and Managing Director - Investments: With Raymond James since 2008, Brandstadt began his financial services career in 1993 at the Chicago Board of Trade. He moved to the brokerage side of the business in 1995 and earned his CERTIFIED FINANCIAL PLANNER™ certification in 2007.
Deborah J. Lambrix, CFP®, Vice President - Investments: Lambrix is a 30-year financial services industry veteran and earned her CFP® certification in 1991. She teamed with Brandstadt in 2007 and also moved to Raymond James in 2008.
Helping Brandstadt and Lambrix with their client responsibilities are Kari Poppema and Sandy Williams, who join as a senior registered financial associate and a registered financial associate, respectively. Poppema earned her Registered Paraplanner designation from the College for Financial Planning in 2000 and started working with the team in 2010. Williams has worked with Brandstadt and Lambrix individually and as a member of the team for 10 years. Previously, she worked in banking for five years after earning her bachelor's degree in Business Administration from Saginaw Valley State University.
All are transferring from Raymond James.
"This is a quality team of investment professionals, who represent well over 50 years of financial services experience," said Martin Altenberger, senior vice president and Central Region manager, for the St. Louis-based financial firm. "They share our client-first approach and are also energized by our business model, which not only offers a robust assortment of investment products and services, but also the freedom and flexibility to make recommendations and serve their clients as they see fit. We're excited to have Brandstadt & Lambrix Wealth Advisors team on board."
Rome, Ga., Additions
In other company news, the firm also announced it added two veteran advisors to its Rome, Ga., location. Joining the office, which opened in October of last year, are the following:
James Holder, Vice President - Investments: Holder spent the early years of his career in management at local manufacturing facilities. In 2000, he started his career in financial services and joined IJL/Wachovia, which later became Wells Fargo Advisors.
Jay Holder, Financial Consultant: Jay Holder started his financial services career in 1997 at Interstate Johnson Lane and later moved to First Union to work in business and individual lending. In 2006, he returned to investment consulting and partnered with his father at Wachovia in 2006.
Assisting the Holders is Tracie Kanelos, who joins as a senior registered financial associate. She started her financial services career in 1991.
"We're thrilled to have this group with us," said Mike Crego, branch manager of the Rome office. "They are seasoned advisors, who recognize and value the importance of investment planning."
With the latest additions total employment in the Rome office is nine.
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 43 branches in 22 states.
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.