Edwardsville, IL Plummer Drive Office

Team
Updated today

Client AUM

$18,007,367,342

Clients

32,532

Advisors

3

Of 512 advisors across 152 offices

Location

1012 Plummer Drive, Suite 103

Edwardsville IL 62025

Advisors at this office

3

Advisors at this office

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Richard R

CFP®, Series 66

Edwardsville, IL

Benjamin F. Edwards & Company, Inc.

Richard Rehg is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2023 and spent 14 years at Edward Jones prior to that. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management through a combination of in-house and third-party managed 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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John M

Series 63, Series 65

Edwardsville, IL

Benjamin F. Edwards & Company, Inc.

John Morrissey is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hightower Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as treasurer for the Lafayette Square Condo 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 fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a range of managed strategies and an internal trading desk.

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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Marcy P

Series 63, Series 66

Edwardsville, IL

Benjamin F. Edwards & Company, Inc.

Marcy Pinnell is a financial advisor with Benjamin F. Edwards & Company, Inc. in Edwardsville, IL, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Benjamin F. Edwards since 2013. 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 strategies through fee-based wrap programs, financial planning, and retirement plan consulting, 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
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