Let's discuss your financial future.

Benjamin F. Edwards

O'Fallon, IL Financial Advisor Branch Office

Contact Us

475 Regency Park Ste 125

O'Fallon, IL 62269

Phone: 618-624-1500

Toll Free: 855-624-1500

Our Approach to Wealth Management

Trust, Integrity, and Mutual Respect guide each of us at the O'Fallon, 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 O'Fallon 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 O'Fallon, IL 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.

O'Fallon Branch Financial Planning Services:

Our O'Fallon 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 O'Fallon, IL Financial Advisory Team

Bret Spivey

Senior Vice President – Investments and Branch Manager

Phone: 618-624-1500

bret.spivey@benjaminfedwards.com
View Bret's Bio

Janet Bone, CFP®

Managing Director – Investments

Phone: 618-624-1500

janet.bone@benjaminfedwards.com
View Janet's Bio

Troy Cox, CFP®

Senior Vice President – Investments

Phone: 618-624-1500

troy.cox@benjaminfedwards.com
View Troy's Bio

Jeffrey Luechtefeld

Vice President – Investments

Phone: 618-624-1500

jeffrey.luechtefeld@benjaminfedwards.com
View Jeffrey's Bio

Todd Stone, CFP®

Senior Vice President – Investments

Phone: 618-624-1500

todd.stone@benjaminfedwards.com
View Todd's Bio

Brent Wilhelm

Vice President – Investments

Phone: 618-624-1500

brent.wilhelm@benjaminfedwards.com
View Brent's Bio
Sally Davis

Sally Davis

Senior Registered Financial Client Associate

sally.davis@benjaminfedwards.com
View Sally's Bio

Pat Jenks

Senior Registered Financial Client Associate – Part-Time

pat.jenks@benjaminfedwards.com
View Pat's Bio

Peggy Rakers

Senior Registered Financial Client Associate

peggy.rakers@benjaminfedwards.com
View Peggy's Bio

Joyce Kniepmann

Senior Financial Client Associate

joyce.kniepmann@benjaminfedwards.com
View Joyce's Bio

Leann Trampe

Registered Financial Client Associate

leann.trampe@benjaminfedwards.com
View Leann's Bio

Trust. Integrity. Mutual Respect

These are the principles that guide us at our O'Fallon 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 O'Fallon, IL Branch

Call Us

Mail or Visit Us

Benjamin F. Edwards

475 Regency Park Ste 125
O'Fallon, IL 62269

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