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

libby.romack@benjaminfedwards.com
View Libby's Bio

Nicole Brusher

Senior Vice President – Investments

Phone: 850-769-7053

Nicole.Brusher@benjaminfedwards.com
View Nicole's Bio
Ashley Izor - Financial Advisor in Panama City, FL

Ashley Izor

Financial Advisor

ashley.izor@benjaminfedwards.com
View Ashley's Bio

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.