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Robert K
Series 63
Sarasota, FL
Benjamin F. Edwards & Company, Inc.
Robert Kahne is a financial advisor at Benjamin F. Edwards & Company, Inc. with 41 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 a trustee for a family trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a variety of fee-based wrap programs and investment strategies, supported by an internal trading desk and oversight from an Investment Strategy Committee.
Anthony S
Series 63, Series 65
Sarasota, FL
Benjamin F. Edwards & Company, Inc.
Anthony Swart is a financial advisor with Benjamin F. Edwards & Company, Inc. in Sarasota, FL. He holds Series 63 and Series 65 designations and has 31 years of industry experience. Prior to joining Benjamin F. Edwards in 2018, he worked at SunTrust Advisory Services and Suntrust Securities, Inc. from 2004 to 2018. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a variety of fee-based wrap programs, financial planning, and investment management services, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.
Patricia M
Series 66
Sarasota, FL
Benjamin F. Edwards & Company, Inc.
Patricia Maxwell is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. She holds a Series 66 designation and has been with Benjamin F. Edwards since 2015. Outside of her advisory role, she serves as a successor trustee for the F.L. Maxwell Jr Rev Trust. 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 and investment strategies managed by both in-house and third-party managers, supported by an Investment Strategy Committee and internal trading capabilities.
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