ST. LOUIS--(BUSINESS WIRE)--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 office locations:
Wheaton, Ill.
David
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
Management
David 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
Fargo Advisors.
Birmingham, Ala.
Bill
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
Advisors.
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.
Galesburg, Ill.
Kevin
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
LPL Financial.
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 website, benjaminfedwards.com, GetInAtBenEdwards.com for advisors, or follow the company on Twitter.com/GrowWithBFEC.
