Alpharetta, GA Deerfield Parkway Office

Team
Updated today

Client AUM

$18,007,367,342

Clients

32,532

Advisors

6

Of 512 advisors across 152 offices

Location

12600 Deerfield Parkway, Suite 180

Alpharetta GA 30004

Advisors at this office

6

Advisors at this office

user avatar

Debasish H

CFP®, Series 63, Series 66

Alpharetta, GA

Benjamin F. Edwards & Company, Inc.

Debasish Hajra is a CFP® professional with 34 years of experience in the financial services industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company, Inc. 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 services, utilizing both proprietary and third-party managed strategies across a range of asset classes.

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

Monnye F

Series 66

Alpharetta, GA

Benjamin F. Edwards & Company, Inc.

Monnye Furr is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. He has been with Benjamin F. Edwards & Co. since 2010 and holds a Series 66 designation. 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 range of fee-based wrap programs, financial planning, and investment management consulting, utilizing both proprietary and third-party managed strategies across various asset classes.

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

Jennifer P

Series 66

Alpharetta, GA

Benjamin F. Edwards & Company, Inc.

Jennifer Pierce is a financial advisor at Benjamin F. Edwards & Company, Inc. with 23 years of industry experience. She holds the Series 66 designation and has been with Benjamin F. Edwards since 2010. Pierce serves as a co-trustee for her uncle’s trust in a role unrelated to her trading activities. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing multiple investment strategies managed internally and by third parties.

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

Richard C

Series 63

Alpharetta, GA

Benjamin F. Edwards & Company, Inc.

Richard Cardin is a Series 63-licensed financial advisor with Benjamin F. Edwards & Company, Inc. in Alpharetta, GA, and has 36 years of industry experience. He has been with Benjamin F. Edwards & Co. since 2010. 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 through fee-based wrap programs, financial planning, and investment management consulting. The firm employs a range of investment strategies managed internally and by third parties, with oversight from 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
user avatar

Roland D

Series 63, Series 65

Alpharetta, GA

Benjamin F. Edwards & Company, Inc.

Roland Deliniere is a financial advisor at Benjamin F. Edwards & Company, Inc. with 44 years of industry experience. He has been with Benjamin F. Edwards since 2010 and holds Series 63 and Series 65 licenses. 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, financial planning, and investment management services, supported by several hundred advisors and tens of billions in assets under management.

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

Susan L

CFP®, Series 63, Series 66

Alpharetta, GA

Benjamin F. Edwards & Company, Inc.

Susan Lewis is a CFP® professional with 29 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2010. Benjamin F. Edwards & Company serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment advisory and brokerage services through fee-based wrap programs, financial planning, and consulting, utilizing both discretionary and non-discretionary 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
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")