Let's discuss your financial future.

Benjamin F. Edwards

Sarasota, FL Financial Advisor Branch Office

Contact Us

77 S Palm Ave

Sarasota, FL 34236

Phone: 941-954-8651

Toll Free: 855-954-8651

Our Approach to Wealth Management

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. Whatever your unique financial situation, investment challenges, or retirement goals, we are happy to work with integrity and passion to help you meet them.

Sarasota Branch Financial Planning Services:

Our Sarasota 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 Sarasota, FL Financial Advisory Team

Bob Kahne - Managing Director – Investments, Sarasota, FL

Bob Kahne

Managing Director – Investments

Phone: 941-954-8651

bob.kahne@benjaminfedwards.com
View Bob's Bio
Benjamin F. Edwards - St. Louis MO, Photo Not Available

Tony Swart

Associate Vice President – Investments

Phone: 941-954-8651

anthony.swart@benjaminfedwards.com
View Tony's Bio
Benjamin F. Edwards - St. Louis MO, Photo Not Available

Anne Maxwell

Senior Registered Financial Client Associate

anne.maxwell@benjaminfedwards.com
View Anne's Bio

Trust. Integrity. Mutual Respect

These are the principles that guide us at our Sarasota 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 Sarasota, FL Branch

Call Us

Mail or Visit Us

Benjamin F. Edwards

77 S Palm Ave
Sarasota, FL 34236

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