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Dawn D

Series 63

Melbourne, FL

Benjamin F. Edwards & Company, Inc.

Dawn Dickson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. She holds a Series 63 designation and has been with the firm since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services using both firm-managed and third-party strategies.

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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Jo Ann L

Series 63, Series 66

Melbourne, FL

Benjamin F. Edwards & Company, Inc.

Jo Ann La Pan is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Benjamin F. Edwards since 2013. Outside of her advisory role, she serves as an executor for her father’s estate in Melbourne, Florida. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, charitable organizations, and institutions. The firm offers a range of fee-based wrap programs and investment strategies, combining discretionary and non-discretionary management with 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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Richard M

Series 63

Melbourne, FL

Benjamin F. Edwards & Company, Inc.

Richard Milliard is a financial advisor at Benjamin F. Edwards & Company, Inc. with 34 years of industry experience. He holds a Series 63 designation and has been with Benjamin F. Edwards since 2015. Outside of his advisory role, he serves as president of the Summer Brook of Melbourne Homeowners Association. 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 investment management and financial planning services, utilizing both discretionary and non-discretionary wrap programs with multiple portfolio 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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Lauren L

CFP®, Series 66

Melbourne, FL

Benjamin F. Edwards & Company, Inc.

Lauren Lawler is a CFP®-credentialed financial advisor with 14 years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc., where she has worked since 2014. She serves as a Director at Large for the Brevard County Estate Planning Council in Melbourne, FL. 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 fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of 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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