Benjamin Edwards Adds 5 from Wells Fargo

Benjamin Edwards continues to expand with the addition of five former Wells Fargo advisors and three new offices in Colorado, Texas and Michigan.

The firm, founded in 2008 by Benjamin F. (Tad) Edwards, the great-great-grandson of the founder of St. Louis- based A.G. Edwards, now has 36 offices with around 120 advisors in 20 states.

“This is an exciting time for Benjamin F. Edwards & Co. because advisors are continuing to note our progress an express interest in our innovative business model, flat management structure and our client-first culture,” Edwards said in a release.

In Denver, Colo., the firm picked up Mark Fellows, who joins as a senior vice president and regional manager helping to build out the Mountain West Region, a newly-created geographic division which includes Colorado, Utah and Arizona. Fellows began his career in 1986 and will also serve on Benjamin Edwards’ board of directors.

In Midland, Mich., the firm picked up a team of three advisors to open its first office in the state. Matt G. Bishop, a 12-year industry veteran, joins as vice president of investments. Ralph A. Brozzo began his career in financial services in 1995 and will also operate as vice president of investments. Dana Gibbs has 21 years of experience and will be a vice president of investments in the new Midland office. They operate as the Legacy Wealth Management team.

In Dallas, Texas, the firm has added Lois Powell as senior vice president and director for the Texas market. She has 30 years of experience and will be building out the firm’s footprint in the region. She reports to Roger Buller, senior vice president and Midwest regional manager.

All of the new hires are legacy A.G. Edwards advisors. A.G. Edwards merged with Wachovia in 2007 and was later acquired by Wells Fargo. 

For reprint and licensing requests for this article, click here.
Practice management Regional banks
MORE FROM FINANCIAL PLANNING