Advisers on the Move

Eight advisers managing $616 million join Benjamin Edwards

Five were with Wells Fargo, others from LPL, Stifel and SunTrust

Jul 11, 2018 @ 10:33 am

By InvestmentNews

Eight advisers managing $616 million have joined St. Louis-based Benjamin F. Edwards & Co.

Five of the advisers — the father-and-son team of David and Tyler Herr in Chandler, Ariz.; Bill Raymon in Birmingham, Ala.; James Garner in Atlanta; and James Goehl in Woodstock, Ill. — previously were affiliated with Wells Fargo Advisors, the company said in a release.

(More: Wells Fargo sees slowdown in advisers exiting this year)

David Kohlmeyer, who joined the firm in Wheaton, Ill., moved from Stifel Nicolaus. Kevin Rodeffer joined the firm in Galesburg, Ill., from LPL Financial, and Anthony K. Swart came from Sun Trust Bank in Sarasota, Fla.

The firm was founded in 2008 by Benjamin F. (Tad) Edwards IV, a member of the family that founded A.G. Edwards, which was acquired in 2007 by Wachovia Securities, which in turn was acquired by Wells Fargo.

(More: Fifth generation rides Edwards brands toward RIA market)


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