Let's discuss your financial future.
Benjamin F. Edwards
Panama City, FL
Financial Advisor Branch Office
2585 Huntcliff Ln
Panama City, FL 32405
Phone: 850-769-7053
Toll Free: 855-769-7053
OUR PROFESSIONAL APPROACH
Wise Wealth Advisors of Benjamin F. Edwards is a team of professionals committed to placing our client’s needs first. Our mission is to provide personalized strategies and solutions to our clients in this ever changing financial world. We take a holistic approach, identifying the unique goals, resources, and needs that apply to the person—not the demographic. Each Team member—Libby Romack, Ashley Izor and Nicole Brusher —brings specialized resources to the experience so that all aspects of wealth management can be addressed. Our process starts with a detailed discussion of where a person may be now, where they want to be in the future, and what we can do to assist them to get there. Areas of concentration:- Asset Allocation
- Business Owner Services
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Insurance Strategies
- Investment Management
- Retirement Planning Strategies
- Wealth Management
Panama City Branch Financial Planning Services:
Our Panama City 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 Panama City, FL Financial Advisory Team
Libby Romack, CFP®
Managing Director – Investments and Branch Manager
Phone: 850-769-7053
Nicole Brusher
Senior Vice President – Investments
Phone: 850-769-7053
Trust. Integrity. Mutual Respect
These are the principles that guide us at our Panama City 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.