Financial Services Firm Opens First Indiana Location

Financial Services Firm Opens First Indiana Location

St. Louis-based financial services firm Benjamin F. Edwards & Co. recently opened its first Indiana location in Chesterton, company officials announced. With the opening the firm also added five long-time Chesterton financial advisors and two financial client associates.

“We are thrilled to be working for Benjamin F. Edwards & Co. and introducing Chesterton investors to this company’s special brand of client first service and informed investment knowledge,” said Clifford Bryan, branch manager and managing director – investments for the company. “Edwards offers an outstanding product and service line up and operates under a philosophy of trust, integrity, and mutual respect, which appeals to all of us.”

Benjamin F. Edwards & Co. was founded a decade ago by Benjamin F. (Tad) Edwards IV, greatgreat-grandson of the founder of A.G. Edwards. Tad Edwards started his firm just as the financial services industry and the country were in the throes of the Great Recession. It was a time when many of the storied names of Wall Street were struggling or failing, but Edwards saw a competitive opportunity in returning investors – clients – to the driver’s seat of the advisor-client relationship.

And that’s exactly what Edwards and his team have done over the last decade. With its welcoming client-centric culture, informed investment advice, and competitive stable of financial products and services, Tad Edwards and his team established a company that does not rely on sales quotas or call centers for client service, but instead empowers advisors to put clients first and provide outstanding service and advice.

Making the move to the Chesterton office of Benjamin F. Edwards &Co. are the following advisors:

Clifford (Cliff) E. Bryan, Branch Manager and Managing Director – Investments: Bryan concentrates on helping his clients develop financial planning strategies designed to meet their goals and objectives. He has worked in the financial services industry for 23 years.

Jeff Fernandez, Financial Advisor: A financial services veteran of 11 years, Fernandez worked in financial planning and portfolio construction at a corporate level before joining Bryan in 2017 to work with clients.

Roberts Jackson Wealth Management

Thomas T. Roberts, Senior Vice President — Investments: With a focus on wealth management, asset allocation, and succession planning, Roberts has worked in financial services for more than 50 years. He, along with his daughter, Kristin, and son-in-law, Ryan, formed Roberts Jackson Wealth Management in 2016.

Kristin Louise Jackson, Vice President — Investments: With 12 years in financial services, Jackson concentrates on personal- and family planning investment matters.

Ryan Jackson, Financial Advisor: In addition to his work as a financial advisor, Jackson has worked as an options risk analyst and as a commodities trader.

Helping the advisors with their client service responsibilities are Jennifer Espinoza, who joined as a senior registered financial client associate, and Deanna Lindlow, who is a senior financial client associate.

“We’ve been having a lot of fun since we joined,” said Bryan. “Our clients’ smiles have made this all worthwhile!”

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