Eight financial advisors recently joined various offices of financial
services firm Benjamin
F. Edwards & Co. The transfers bring with them client assets
totaling $616 million, company officials announced today. With the
additions, assets under management for the St. Louis-based firm stand at
nearly $24 billion.
“Our client-centric approach, our dedication to unparalleled service,
and our vast product and service platform continue to drive advisor
interest and client satisfaction,” said Martin “Marty” Altenberger,
executive vice president and director of branches for Benjamin F.
Edwards & Co. “The support we offer to our advisors enables them to
focus on what really matters – our clients, as we help them meet their
financial goals and objectives.”
Joining the company are the following financial advisors and their
Kohlmeyer, CFP®, Senior Vice President –
Investments: Kohlmeyer brings with him more than 25 years of
experience helping people prepare and execute their financial plans. He
earned his CERTIFIED FINANCIAL PLANNER™ certification from the College
of Financial Planning in 2001. He moved to Edwards from Stifel Nicolaus.
Chandler, Ariz.Herr Wealth
ManagementDavid Herr, CFP®, Vice
President – Investments; and Tyler Herr, Financial Advisor: Together,
this father and son team have 40-years of combined financial services
experience and concentrate on estate and retirement planning strategies,
while also providing assistance to their clients as they identify, plan
for, and pursue their financial goals. David earned his CERTIFIED
FINANCIAL PLANNER™ certification in 2006. The team transfers from Wells
Raymon, CFP®, Vice President – Investments: Raymon began his
financial services career in 1997 and earned his CERTIFIED FINANCIAL
PLANNER™ certification in 2008. Previously, he worked for Wells Fargo
Atlanta, Ga.James W. (Jim)
Garner, Vice President – Investments: Garner has more than 30 years
of experience in financial services, and concentrates on trust, estate,
and general financial planning strategies. He moved to Benjamin F.
Edwards & Co. from Wells Fargo Advisors.
Woodstock, Ill.James (Jim)
Goehl, Vice President – Investments: With 32-years of experience in
the financial services arena, Goehl joins Benjamin F. Edwards & Co. from
Wells Fargo Advisors.
Rodeffer, Associate Vice President – Investments: After working in
personal banking for seven years, Rodeffer became a financial advisor
concentrating in mutual fund portfolio construction and the use of
annuity products in comprehensive financial plans. He joins Edwards from
Sarasota, Fla.Anthony K.
(Tony) Swart, Financial Advisor: Specializing in retirement income
planning and advisory portfolios, Swart moved to Benjamin F. Edwards &
Co. from Sun Trust Bank.
About Benjamin F. Edwards & Co.With a tagline of
“Investments for Generations,” Benjamin F. Edwards & Co. is
headquartered in St. Louis, Mo. Founded in 2008 by Benjamin F. (Tad)
Edwards IV, the firm opened its first branch in 2009, and currently has
67 offices in 26 states and more than 500 employees.
A subsidiary of Benjamin Edwards, Inc., Benjamin F. Edwards & Co. is a
full-service brokerage and a Registered Investment Adviser and 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
for advisors, or follow the company on Twitter.com/GrowWithBFEC.
View source version on businesswire.com: https://www.businesswire.com/news/home/20180710005605/en/