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Stafford G

Series 63

Dothan, AL

Benjamin F. Edwards & Company, Inc.

Stafford Gregory is a financial advisor at Benjamin F. Edwards & Company, Inc. with 44 years of industry experience. He holds the Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 institutions. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of model strategies and portfolios monitored 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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William G

Series 66

Dothan, AL

Benjamin F. Edwards & Company, Inc.

William Gregory is a financial advisor at Benjamin F. Edwards & Company, Inc. in Dothan, AL, holding a Series 66 designation with 23 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 variety of actively and passively managed strategies monitored 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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Rachel K

Series 66

Dothan, AL

Benjamin F. Edwards & Company, Inc.

Rachel Kirkley is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years of industry experience. She previously worked at Wells Fargo Clearing and Merrill before joining Benjamin F. Edwards. Kirkley is also a notary public in the state of Alabama. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves individuals, institutions, and charitable organizations through fee-based wrap programs, financial planning, and investment management consulting. The firm offers a range of actively and passively managed portfolios monitored by an Investment Strategy Committee and combines custody and execution services with internal trading capabilities.

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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