Let's discuss your financial future.

Benjamin F. Edwards

Newport, RI Financial Advisor Branch Office

272 Valley Rd Ste 1

Middletown, RI 02842

Phone: 401-239-0233

Fax: 401-239-0242

Toll Free: 833-509-4100

Our Approach to Wealth Management

Trust, Integrity, and Mutual Respect guide each of us at the Newport, RI location of Benjamin F. Edwards. We provide you with the service, support, and perspective you need to help you achieve your financial goals. Our Newport 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 Newport, RI 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.

Newport Branch Financial Planning Services:

Our Newport 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 Newport, RI Financial Advisory Team

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

James Tollefson

Vice President – Investments

james.tollefson@benjaminfedwards.com
View James's Bio
Benjamin F. Edwards - St. Louis MO, Photo Not Available

Anne McCarver, CFP®

Senior Vice President – Investments

anne.mccarver@benjaminfedwards.com
View Anne's Bio
Benjamin F. Edwards - St. Louis MO, Photo Not Available

Eric Brown

Vice President – Investments

eric.brown@benjaminfedwards.com
View Eric's Bio
Benjamin F. Edwards - St. Louis MO, Photo Not Available

Stacey Tollefson

Senior Registered Financial Client Associate

stacey.tollefson@benjaminfedwards.com
View Stacey's Bio
Benjamin F. Edwards - St. Louis MO, Photo Not Available

Jen Ashman

Financial Client Associate

jen.ashman@benjaminfedwards.com
View Jen's Bio

Trust. Integrity. Mutual Respect

These are the principles that guide us at our Middletown 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 Middletown, RI Branch

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Mail or Visit Us

Benjamin F. Edwards

272 Valley Rd Ste 1
Middletown, RI 02842

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