Birmingham, AL Shades Creek Plaza Office

William Raymon is a CFP® professional with 29 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Birmingham, Alabama. 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 that are monitored and rebalanced regularly and combines custody and execution features uncommon among peers.

Steven Phillips is a financial advisor with Benjamin F. Edwards & Company, Inc. in Birmingham, Alabama, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Benjamin F. Edwards & Co since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both discretionary and non-discretionary strategies including mutual funds, ETFs, separately managed accounts, and private portfolios.

Thomas Luttrell is a financial advisor at Benjamin F. Edwards & Company, Inc. with 38 years of industry experience. He has been with Benjamin F. Edwards since 2013 and holds the Series 63 designation. Outside of his advisory role, Luttrell serves as a board member for the grounds committee at Stonegate Farms in Shelby County, Alabama. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and corporations through fee-based wrap programs, financial planning, and investment management. The firm employs a range of strategies including mutual fund and ETF model portfolios, separately managed accounts, and custom solutions, with ongoing monitoring and rebalancing overseen by an Investment Strategy Committee.

Jason Sanders is a financial advisor at Benjamin F. Edwards & Company, Inc. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Advisors. Sanders also holds a fiduciary role as a power of attorney for KVS T Beneficiaries. 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, and corporations. The firm offers fee-based wrap programs and financial planning services, employing a range of investment strategies managed internally and by third-party managers.

Andrew Saab is a CFP® with 25 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2021, following tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. Saab is based in Birmingham, AL. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations through fee-based wrap programs, financial planning, and investment management consulting. The firm offers a range of model strategies and portfolios, combining custody and execution services with an internal trading desk.

Herman Sanders III is a financial advisor at Benjamin F. Edwards & Company, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America, Merrill, and Wells Fargo in various advisory roles. Sanders is also associated with fiduciary activities under the entity HBS and KVS JTWROS. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of investment and consulting services through fee-based wrap programs and manages portfolios using both strategic and tactical approaches overseen by an Investment Strategy Committee.

Thomas Luttrell is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. He has worked at Benjamin F. Edwards since 2017 and was previously affiliated with the University of Alabama from 2016 to 2020. Outside of his advisory role, he serves as an assistant coach for a U12 lacrosse team with the Greater Birmingham Youth Lacrosse 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 fee-based wrap programs, financial planning, and investment management services supported by several hundred advisors managing tens of billions in assets.

Thomas Avant Jr. is a CFP® with 20 years of experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2018. Prior to this, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National 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 institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services through both discretionary and non-discretionary strategies managed internally and by third parties.