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Practice management

Benjamin Edwards Lands Wells Fargo Team

By Andrew Welsch
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Published August 25, 2014, 1:55 p.m. EDT
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Updated July 28, 2016, 6:01 p.m. EDT
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An advisor team has left Wells Fargo for regional firm Benjamin F. Edwards.

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The team, now called Rosenbloom Wealth Management Group, joins Benjamin Edwards in Lake Oswego, Ore., just south of Portland where the firm has its only other office in the state. The St. Louis-based company was founded by Benjamin F. Edwards IV. It opened its first office in Springfield, Mo. in August 2009, and now has 48 offices in 24 states.

The new recruits include father and son advisors Robert and Trent Rosenbloom, as well as senior registered financial associate Angela O’Curran. The senior Rosenbloom started his career in 1966 in New York, according to a statement from the firm. He joined A.G. Edwards in 1983, staying through mergers with Wachovia and Wells Fargo, according to FINRA records.

The younger Rosenbloom joined his father's practice at A.G. Edwards in 2002.

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Andrew Welsch
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Andrew Welsch is a former managing editor of Financial Planning.
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