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Financial Advisor Branch Office
Let us help you work toward growing and maintaining your wealth.
Meet the Team
Managing Director – Investments
Benjamin F. Edwards – Sarasota, FL
Associate Vice President – Investments
Benjamin F. Edwards – Sarasota, FL
Senior Registered Financial Client Associate
Benjamin F. Edwards – Sarasota, FL
Receptionist
Benjamin F. Edwards – Sarasota, FL
Our Approach
Trust, Integrity, and Mutual Respect guide each of us at the Sarasota, FL location of Benjamin F. Edwards. We provide you with the service, support, and perspective you need to help you achieve your financial goals. Our Sarasota 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 Sarasota, FL and surrounding communities.
Including:
Bradenton
Lakewood Ranch
Venice
Whatever your unique financial situation, investment challenges, or retirement goals, we are happy to work with integrity and passion to help you meet them.
Our Services
Our Sarasota branch can serve you with a variety of financial planning needs, with a special focus on the following areas:
- Asset Allocation
- Business Owner Services
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning
- Life Insurance
- Retirement Planning Services
- Social Security Strategies
- Trust Services
Trust. Integrity. Mutual Respect.
These are the principles that guide us at our Sarasota, FL 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.