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Financial Planning > Behavioral Finance

Ben Edwards Opens 12th Branch

By Janet Levaux

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Brokerage firm Benjamin F. Edwards & Co. said Monday that it added five veteran financial advisors at a new location in Danbury, Conn. The new office – the company’s 12th nationwide – joins a Hamden, Conn., branch in the Constitution State.

Arnold H. Rozany, who has 30-plus years in the business, will lead the new office. He spent the majority of his career at A.G. Edwards, which was acquired in 2007 by Wachovia Securities (now Wells Fargo Advisors).

“When we began opening branches a year ago, we pledged to build locations around talented individuals who had the leadership qualities and professional experience necessary to not only build a branch and lead it, but to also deliver on our commitment to provide our clients with the advice they deserve and the financial tools and solutions they need to help them reach their financial goals and objectives,” said Chairman, CEO and President Benjamin F. (Tad) Edwards IV in a press release.

“This group in Danbury embraces this commitment,” added Edwards, “and we are thrilled to have them with us.”

Also transferring with Rozany from Wells Fargo Advisors are Anthony J. Falcone and Robert A. Schenck, who have 28 and nearly 20 years of experience, respectively.

In addition, Terry L. Rodrigues and Christopher P. Kachur, who have a combined total of 40 years of brokerage experience, are joining the branch. Several financial associates are also making the move to Benjamin F. Edwards & Co.

As a result of this development, the brokerage firm has about 45 financial advisors and total staff (including both employee advisors and professionals at its headquarters) of 125 individuals in seven states.

“Benjamin F. Edwards & Co. is a special firm that brings together the breadth of products and services that our clients need, while also offering a commitment to put our clients’ interests first in a corporate culture characterized by mutual trust, integrity, and treating others the way we want to be treated,” said Rozany in a statement.

Benjamin F. Edwards IV is the son of Benjamin F. Edwards III, the long-time chairman of brokerage firm A.G. Edwards, and the great-great-grandson of of Albert Gallatin Edwards, who founded the firm in 1887.

When founding the company in 2008, Tad Edwards named it for his father, Ben. He also pledged to put “clients first, employees second, and shareholders third.”

Benjamin F. Edwards & Co. is headquartered in St. Louis, Mo. In addition to its Danbury and Hamden branches, the company has branch offices in St. Louis and Springfield, Mo.; White Plains, N.Y.; Atlanta, Ga.; Bluefield, Va.; Madison, Wis.; and Peoria, Springfield, Decatur and Wheaton, Ill.

As for future growth, the brokerage firm plans to “build branches in middle market and major metro areas where the economics work and where we have identified individuals with integrity, leadership and a track record of success who also share our passion for client-first service,” said Edwards, in a press release.

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