St. Charles, IL

Let us help you work toward growing and maintaining your wealth.


Financial Advisors - St. Charles, IL - Benjamin F. Edwards
Craig Morgan
Craig Morgan

Branch Manager, Managing Director – Investments

Benjamin F. Edwards – St. Charles, IL

C.J. Morgan
C.J. Morgan

Financial Advisor

Benjamin F. Edwards – St. Charles, IL

Robert (Rob) A. Strobel, III, CFP®
Robert Strobel CFP®

Senior Vice Presidents – Investments

Benjamin F. Edwards – St. Charles, IL

Dan Hedge, CFP®, CKA®
Dan Hedge

Vice President – Investments

Benjamin F. Edwards – St. Charles, IL

Kari Beyer
Kari Beyer

Operations Manager

Benjamin F. Edwards – St. Charles, IL

Marci Rissman
Marci Rissman

Senior Financial Client Associate

Benjamin F. Edwards – St. Charles, IL

Dave Polhill, CFP®, CKA®
Dave Polhill

Vice President – Investments

Benjamin F. Edwards – St. Charles, IL

Linnea Taylor
Linnea Taylor

Financial Advisor

Benjamin F. Edwards – St. Charles, IL

Alexandra (Alex) Paszt
Alexandra Paszt

Financial Client Associate

Benjamin F. Edwards – St. Charles, IL

Brad Gorenz

Financial Client Associate

Benjamin F. Edwards – St. Charles, IL

Trust, Integrity, and Mutual Respect guide each of us at the St. Charles, IL location of Benjamin F. Edwards. We provide you with the service, support, and perspective you need to help you achieve your financial goals. Our St. Charles office is comprised of talented financial professionals with years of wealth management experience.

The Benjamin F. Edwards team of financial advisors is proud to serve St. Charles, IL and surrounding communities.

Geneva

Batavia

Kane County

Our St. Charles branch can serve you with a variety of financial planning needs, with a special focus on the following areas:

  • Alternative Investments
  • Asset Allocation
  • Business Owner Services
  • Charitable Planning Strategies
  • Concentrated Equity Strategies
  • Education Planning Strategies
  • Estate Planning Strategies
  • Financial Planning
  • IRAs
  • Life Insurance
  • Portfolio Construction
  • Retirement Planning Services
  • Social Security Strategies
  • Trust Services
  • Wealth Transition Strategies

These are the principles that guide us at our St. Charles, IL branch, and all our wealth management branches across the country, as we deliver the informed investment advice you deserve, and the client-first service you expect.

Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients’ interests first and helping them reach their financial goals.

Contact the St. Charles Branch

Branch Page Contact Form

Find us in St. Charles

Benjamin F. Edwards – St. Charles, IL

50 S 1st St, Ste 100, St. Charles, IL, 60174
Get Directions