Let's discuss your financial future.
Benjamin F. Edwards
O'Fallon, IL Financial Advisor Branch Office
Contact Us475 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
Janet Bone, CFP®
Managing Director – Investments
Phone: 618-624-1500
Troy Cox, CFP®
Senior Vice President – Investments
Phone: 618-624-1500
Jeffrey Luechtefeld
Vice President – Investments
Phone: 618-624-1500
Todd Stone, CFP®
Senior Vice President – Investments
Phone: 618-624-1500
Brent Wilhelm
Vice President – Investments
Phone: 618-624-1500
Sally Davis
Senior Registered Financial Client Associate
Pat Jenks
Senior Registered Financial Client Associate – Part-Time
Peggy Rakers
Senior Registered Financial Client Associate
Joyce Kniepmann
Senior Financial Client Associate
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.
Email Us
Mail or Visit Us
Benjamin F. Edwards
475 Regency Park Ste 125
O'Fallon, IL 62269