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Cameron Y

Series 66

Concord, NH

Benjamin F. Edwards & Company, Inc.

Cameron York is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and one year of industry experience. Prior to entering the financial sector, he worked in various physical therapy roles across multiple organizations. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse clientele including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment management and consulting services through discretionary and non-discretionary wrap programs, utilizing strategies managed internally and by third-party managers.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Gregory Z

CFP®, Series 66

Concord, NH

Benjamin F. Edwards & Company, Inc.

Gregory Zini is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds the CFP® designation and Series 66 license and has 11 years of industry experience. Prior to joining Benjamin F. Edwards & Co in 2016, he worked at Wedbush Securities Inc. from 2014 to 2016. 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 fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of managed strategies reviewed by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Lois P

Series 66

Concord, NH

Benjamin F. Edwards & Company, Inc.

Lois Parker is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked at Benjamin F. Edwards since 2016, following previous roles at Wedbush Securities, Wells Fargo Clearing, and A. G. Edwards & Sons. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement consulting, and investment management through a range of strategies managed by its advisors and third parties, supported by in-house trading and custody services.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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William K

CFP®, Series 63, Series 66

Concord, NH

Benjamin F. Edwards & Company, Inc.

William Kearney is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2016. His prior work includes roles at Wedbush Securities Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he manages a family amusement park business in Concord, NH. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that provides a broad range of services including financial planning, retirement plan consulting, and investment management to individuals, institutions, and charitable organizations. The firm offers diverse investment strategies through discretionary and non-discretionary wrap programs supported by an internal trading desk and oversight by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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