Gina began her career working for A.G. Edwards & Sons. 30 years ago. The early stages of her career were within the Operations Division and particularly the Margin Department which gave her a vision of broad knowledge into the entire industry.
Gina came to Benjamin F. Edwards in early 2013 starting in the Fee Based Operations/Advisory Business where she assisted in setting up advisory accounts and billing for clients and Home Office.
After many years in operations Gina accepted a position in the Branch Division working as a Branch Transition Specialist for 3 years. Assisting in opening new branch offices and transitioning advisors into existing offices at Edwards was most rewarding as our firm continues to grow. Seeing the smiles on the FA and client faces as they walk into the door for the first time is the most gratifying feeling you can have in the industry. This is where the “client first” relationship begins.
Currently Gina works with our advisors as a Financial Planning Associate under the Sales & Marketing Division. She assists FA’s in building Financial Plans for clients utilizing various planning tools. She currently holds her Series 7 & 66 licenses.