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Nancy P

CFP®, Series 63, Series 65

Springfield, IL

Benjamin F. Edwards & Company, Inc.

Nancy Parsons is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2017. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Parsons also serves as a trustee for a family members trust in Mason, IL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients, offering a range of services including financial planning, investment management, and brokerage services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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David B

Series 63

Springfield, IL

Benjamin F. Edwards & Company, Inc.

David Brumme is a Series 63–licensed advisor with Benjamin F. Edwards & Company, Inc., based in Springfield, IL. He has 41 years of industry experience and has worked with Benjamin F. Edwards since 2010, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a variety of advisory and brokerage services, combining proprietary strategies and third-party model portfolios with discretionary and non-discretionary managed solutions.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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