Today's Top SOA Links
From the Wires
Brokerage Firm Benjamin F. Edwards & Co. Adds Eighth Illinois Location
Second in Greater Chicago
By: Marketwired .
Jan. 7, 2013 09:47 AM
ST. LOUIS, MO -- (Marketwire) -- 01/07/13 -- Brokerage Benjamin F. Edwards & Co. opened an office in Woodstock, Ill., with six local financial professionals, company officials announced today. The new location joins Wheaton as the firm's second office in the greater Chicagoland region, and is the company's eighth office in Illinois.
"We are pleased to be adding these talented professionals to our team in Illinois," said Benjamin F. (Tad) Edwards IV, founder, chairman, and CEO of the St. Louis-based brokerage firm. "Our commitment to empowering our advisors to serve their clients as they see fit, along with our broad array of products and services, is an appealing combination in the current competitive environment."
Collectively, the new advisor additions represent more than 110 years of industry experience. Joining the firm at the Woodstock location are the following:
The Wormley Team: Comprised of James T. Wormley, CFP®, his son Ryan Wormley, AAMS®, and Sandy Shay, the team brings more than 65 years of combined industry experience gained at A.G. Edwards and their successor firms. At Benjamin F. Edwards & Co., both Wormleys will hold the title of senior vice president - investments, while Sandy Shay will serve as a senior registered financial associate. In addition, James Wormley maintains his CPA certification and earned his CERTIFIED FINANCIAL PLANNER certification in 1988, while Ryan Wormley earned his ACCREDITED ASSET MANAGEMENT SPECIALIST certification in 2004. Shay started her financial services career in 1987 and has been part of the Wormley Team since 2004.
With its move to Benjamin F. Edwards & Co., Matt Wormley, James Wormley's youngest son, is also joining the Wormley Team and comes aboard as a financial associate. Previously, Matt enjoyed a successful 10-year career working for Accenture as an alliance sales director, where he was responsible for coordinating efforts between the firm's vendor partners and its financial services industry clients.
Dennis Anderson, CFP®, Branch Manager, Senior Vice President - Investments: A 20-year veteran in the securities industry, Anderson spent most of his career at A.G. Edwards and their successor firms where in addition to working with clients, he served as a branch manager for eight years before stepping down in 2010. A native of northern Illinois, he worked as the city manager for the City of Woodstock before starting his financial services career in 1992. Assisting him with his managerial and client service responsibilities is Jenny Murray, AAMS®, a 25-year industry veteran, who comes aboard as the assistant branch manager and a senior registered financial associate. She joined A.G. Edwards in 1987, worked with Anderson since 1997, and was assistant branch manager for five years.
Previously, all of the personnel, with the exception of Matt Wormley, worked for Wells Fargo Advisors.
"Together with the Wormleys, we evaluated the capabilities and services of several firms and determined that Benjamin F. Edwards & Co. and its culture of client-first service offered us the best products and the support we need to serve our clients and grow our respective practices," said Anderson. "In addition, the firm's progressive technology platform gives us the ability to use our smartphones and tablets to access our financial planning tools and client information at the office or in our clients' home or business. This flexibility will be incredibly helpful as we work to provide personalized financial advice to our clients, which include individuals, families, foundations, and endowments."
In Woodstock, the new branch is located at 11621 Catalpa Lane. The office phone number is 815-337-4485. In addition to Woodstock, the firm has branches in the Illinois communities of Wheaton, Galesburg, LaSalle-Peru, Peoria, Springfield, Decatur, and O'Fallon.
About Benjamin F. Edwards & Co.
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 and advisory services to its clients and financial consultants. For more information about Benjamin F. Edwards & Co., please visit benjaminfedwards.com and follow the company on Twitter (@GrowWithBFEC).
For more information, contact:
Subscribe to the World's Most Powerful Newsletters
Subscribe to Our Rss Feeds & Get Your SYS-CON News Live!
SYS-CON Featured Whitepapers
Most Read This Week