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Craig F
Series 63, Series 66
Boynton Beach, FL
Benjamin F. Edwards & Company, Inc.
Craig Fichtenbaum is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Benjamin F. Edwards since 2019 and previously held positions at Valic Financial Advisors and Northwestern Mutual. Benjamin F. Edwards & Company, Inc. serves a broad client base including individuals, pension and profit-sharing plans, and institutions, offering financial planning, investment management, and retirement consulting through fee-based wrap programs and customized portfolio strategies.
Shelley F
Series 63
Boynton Beach, FL
Benjamin F. Edwards & Company, Inc.
Shelley Fromm is a Series 63–licensed financial advisor with 28 years of industry experience. She has worked with Benjamin F. Edwards & Company, Inc. since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. She also serves as a power of attorney for a family member in an investment-related capacity. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment services utilizing both in-house and third-party managed strategies.
Steven B
CFP®, Series 63, Series 66
Boynton Beach, FL
Benjamin F. Edwards & Company, Inc.
Steven Brill is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs and investment management services, utilizing both in-house and third-party strategies across mutual funds, ETFs, separately managed accounts, and custom portfolios.
Debra T
CFP®, Series 63
Boynton Beach, FL
Benjamin F. Edwards & Company, Inc.
Debra Targett is a CFP® with 42 years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc. since 2014. She holds a Series 63 license and operates out of Boynton Beach, FL. Outside of her advisory role, she is involved as an independent sales consultant for Pampered Chef. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.
Rachel U
Series 66
Boynton Beach, FL
Benjamin F. Edwards & Company, Inc.
Rachel Urban is a financial advisor at Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 18 years of industry experience. Urban has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, employing a mix of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.
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