Let's discuss your financial future.

Benjamin F. Edwards

Rome, GA Financial Advisor Branch Office

1605 Martha Berry Blvd NW

Rome, GA 30165

Phone: 706-292-3600

Toll Free: 855-292-6255

Our Approach to Wealth Management

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

Rome Branch Financial Planning Services:

Our Rome 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 Rome, GA Financial Advisory Team

Mike Crego - Managing Director – Investments - Benjamin F. Edwards, Rome, GA

Mike Crego

Branch Manager

Phone: 706-292-3600

mike.crego@benjaminfedwards.com
View Mike's Bio
Jon K. Lewis - Managing Director – Investments - Benjamin F. Edwards, Rome GA

Jon Lewis

Managing Director – Investments

Phone: 706-292-3600

jon.lewis@benjaminfedwards.com
View Jon's Bio
Rhea Aronhalt CFP® - Benjamin F. Edwards - Rome, GA

Rhea Aronhalt, CFP®

Financial Advisor

Phone: 706-292-3600

rhea.aronhalt@benjaminfedwards.com
View Rhea's Bio
James Holder - Vice President – Investments, Benjamin F. Edwards - Rome, GA

James Holder

Vice President – Investments

Phone: 706-292-3600

James.Holder@benjaminfedwards.com
View James's Bio
Jay Holder - Managing Director, Investments at Benjamin F. Edwards in Rome, GA

Jay Holder

Managing Director – Investments

Phone: 706-292-3600

Jay.Holder@benjaminfedwards.com
View Jay's Bio
Benjamin F. Edwards - St. Louis MO, Photo Not Available

Tracie Kanelos

Senior Registered Financial Client Associate

Tracie.Kanelos@benjaminfedwards.com
View Tracie's Bio
Kathy Stamey - Benjamin F. Edwards

Kathy Stamey

Senior Registered Financial Client Associate

kathy.stamey@benjaminfedwards.com
View Kathy's Bio
April Jones - Benjamin F. Edwards

April Jones

Financial Client Associate

April.jones@benjaminfedwards.com
View April's Bio

Smith & Wood Wealth Management

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Jimmy Smith

Jimmy Smith, AAMS®

Managing Director – Investments

Phone: 706-292-3600

Email Jimmy View Jimmy's Bio
Scott Wood

Scott Wood, CFP®

Managing Director – Investments

Phone: 706-292-3600

Email Scott View Scott's Bio

Marsha Mayben

Senior Registered Financial Client Associate

Phone: 706-292-3600

Email Marsha View Marsha's Bio

The Crego-Taylor Group

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Trust. Integrity. Mutual Respect

These are the principles that guide us at our Rome 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 Rome, GA Branch

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Mail or Visit Us

Benjamin F. Edwards

1605 Martha Berry Blvd NW
Rome, GA 30165

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