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ST. LOUIS, Feb. 20, 2018 -- A new year, a new office, and a new state, as St. Louis-based Benjamin F. Edwards & Co. opens an office in Reno, Nev. – its first in the state. With it the firm brings aboard four experienced financial advisors and $220 million in combined assets under management (AUM).
Joining today are the following:
Craig Belis, C(k)P®, Associate Vice President – Investments: Belis is credentialed as a Certified 401(k) Professional and holds the C(k)P® Designation, a distinguished achievement for a professional retirement plan advisor.
He has worked in the financial services arena for nearly 10 years and concentrates on developing asset allocation, financial planning, and retirement planning strategies for his clients.
Christopher J. Cook, Vice President – Investments: Cook began his financial services career almost 40 years ago after working for the Federal Bureau of Investigation and in banking for a short time. Cook works with clients to structure a goals-based financial approach tailored to their goals, objectives and tolerance for risk.
Chris Gant, CFP®, ADPA®, Vice President – Investments: With nearly 25-years in the financial services industry, Gant holds the CERTIFIED FINANCIAL PLANNER certification and Accredited Domestic Partnership Advisor designation.
Mike Zunini, CRPC®, Financial Advisor: Zunini has been in the financial services industry for more than 10 years. In addition to examining market action through a technical lens, Zunini concentrates on retirement and investment planning for his clients. He is a graduate of the University Nevada with a degree in Business Management, holding applicable securities and insurance registrations.
All are transferring from Wells Fargo Advisors.
“We are confident that our special brand of client first service and our broad spectrum of investment products and services will resonate with Reno investors,” said Mark Fellows, senior vice president, and Florida and Western Regional Manager. “We’re proud to welcome this impressive group of advisors who have decades of experience among them.”
About Benjamin F. Edwards & Co.
With a tagline of “Investments for Generations,” Benjamin F. Edwards & Co. is headquartered in St. Louis, Mo. The firm was founded in 2008 by Benjamin F. (Tad) Edwards IV, opened its first branch in 2009, and currently has 67 offices in 26 states and more than 500 employees.
A subsidiary of Benjamin Edwards, Inc., Benjamin F. Edwards & Co. is a full-service brokerage and a Registered Investment Adviser and offers a wide array of financial products, advisory, and investment banking services to its clients and financial advisors. For more information about Benjamin F. Edwards & Co., please visit the firm’s corporate website, benjaminfedwards.com, GetInAtBenEdwards.com for advisors, or follow the company on Twitter.com/GrowWithBFEC.
For more information, contact: Margaret Welch at 314-703-1215, or [email protected]
