With more than a century of experience, we bring principled and practical knowledge to the goal of helping advisors and their clients flourish.

Senior Vice President, Senior Investment Strategist

Project Manager

Senior Vice President, Controller

Benjamin F. Edwards Transfer Agent & Finance Division Coordinator

Senior Vice President, Head of Branch Development

Associate Vice President, Branch Transition Specialist

Senior Registered Financial Client Associate

Advisory Portfolios Investment Strategist Associate

Senior Advisor-Executive Division

Associate Vice President – Compliance Surveillance Specialist

Vice President and Senior Manager, EWM Administration

Senior Paralegal, Law & Legal Services