Experience

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  Merrill lynch

  Jan 1976 - Sept 1979

  Investment broker
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  A.g. edwards

  Sept 1979 - Apr 2009

  Branch manager, senior vice president/investments
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  Stifel financial corp.

  Apr 2009 - Nov 2017

  Branch manager, senior vice president/investments - stifel

  As Senior Vice President/Investments, I think of our clients and what is needed to help them pursue their investment goals. As a Branch Manager, I discuss with my Financial Advisors what is in their clients' best interests and how their clients can have an opportunity to be successful.

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  Benjamin f. edwards & co.

  Nov 2017 - now

  Branch manager, managing director

  Benjamin F. Edwards strives to be a firm that is dedicated to putting clients interests first while providing comprehensive financial advice.Here at Benjamin F. Edwards we cover the spectrum of financial needs. Everything from Wealth Management and Trust management to IRA's and 529's. Every client has a financial objective and a unique solution. Our focus is on the client, their objectives and how best to assist them on their preferred future