ST. LOUIS--(BUSINESS WIRE)--St. Louis-based financial services firm Benjamin F. Edwards & Co. opened its seventh office in the Sunshine State, with its new location in Naples. Joining the new location and the firm are three long-time financial advisors, who bring with them nearly $520 million in assets under management (AUM).
Joining the Naples office are the following:
J. Eric Price, Managing Director-Investments, Branch Manager: Price specializes in providing comprehensive wealth management advice to multi-generational families. He began his financial services career in 1984 when he entered the business with his father, who was manager of the A.G. Edwards Naples office.
Wayne A. Meland, Senior Vice President-Investments: With 20-years of experience advising clients, Meland enjoys preparing and executing financial approaches that meet his clients’ investment needs.
Thomas C. Kahl, CFA®, Senior Vice President-Investments: A CFA® charterholder, Kahl began his career in the banking industry and private banking before building his business as a financial advisor.
“So many positive factors drew us to Benjamin F. Edwards & Co., most especially my past working relationship with Tad, the firm’s chairman, and with many of the firm’s team,” said Eric Price, one of the Naples advisors joining Edwards. “What we found especially appealing, however, was the company’s reverence for the advisor-client relationship and its willingness to let us – as advisors – work with our clients as we see fit.”
Also coming aboard to assist the advisors are Mary Mapes, who joins as operations manager, and Delfina Buenrostro, who joins as a senior registered financial client associate.
All five transferred from Morgan Stanley.
“I had the privilege of working with Eric and his father during our days at A.G. Edwards, and I know first-hand this group shares our core values of delivering client first service in an atmosphere of trust, integrity and mutual respect,” said Benjamin F. Edwards IV, founder, chairman, and CEO of Benjamin F. Edwards & Co., a company he named for his father, former A.G. Edwards Chairman Benjamin F. Edwards III. “We are thrilled this talented group returned to our Edwards family and is introducing our special brand of Benjamin F. Edwards & Co. service to Naples investors.”
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 72 offices in 27 states, nearly 600 employees, and more than $24.6 billion in assets under management (AUM).
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.
