Let's discuss your financial future.

Benjamin F. Edwards

Lexington, KY

Financial Advisor Branch Office

771 Corporate Dr Ste 605

Lexington, KY 40503

Phone: 859-286-7528

Fax: 859-286-7529

Toll Free: 833-739-2496

Our Approach to Wealth Management

Trust, Integrity, and Mutual Respect guide each of us at the Lexington, KY location of Benjamin F. Edwards. We provide you with the service, support, and perspective you need to help you achieve your financial goals. Our Lexington 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 Lexington, KY and surrounding communities. Whatever your unique financial situation, investment challenges, or retirement goals, we are happy to work with integrity and passion to help you meet them.

Lexington Branch Financial Planning Services:

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

  • Asset Allocation
  • Portfolio Construction
  • Education Planning Strategies
  • Financial Planning
  • Retirement & Social Security Planning Strategies
  • Business Owner Services
  • Trust & Estate Planning Strategies
  • Insurance Solutions

Benjamin F. Edwards & Co. is not engaged in rendering legal, accounting or tax preparation services. Specific questions on taxes or legal matters as they relate to your individual situation should be directed to your tax or legal professional.

Meet the Lexington, KY Financial Advisory Team

Benjamin F. Edwards - St. Louis MO, Photo Not Available

Gary Detraz

Senior Vice President Investments

Phone: 859-286-7528

gary.detraz@benjaminfedewards.com
View Gary's Bio
Benjamin F. Edwards - St. Louis MO, Photo Not Available

Meg Savage

Vice President Investments

Phone: 859-286-7528

meg.savage@benjaminfedwards.com
View Meg's Bio

Dawn Moscoe

Senior Registered Financial Client Associate

Phone: 859-286-7528

dawn.moscoe@benjaminfedwards.com
View Dawn's Bio

Trust. Integrity. Mutual Respect

These are the principles that guide us at our Lexington 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.