Naples, FL Office

Team
Updated today

Client AUM

$18,007,367,342

Clients

32,532

Advisors

6

Of 512 advisors across 151 offices

Location

850 Park Shore Dr, Suite 204

Naples FL 34103

Advisors at this office

6

Advisors at this office

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Wayne M

Series 66

Naples, FL

Benjamin F. Edwards & Company, Inc.

Wayne Meland III is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 27 years of industry experience. He has worked at Benjamin F. Edwards since 2019 and previously spent ten years with Morgan Stanley Smith Barney and four years with Morgan Stanley Private Bank. Outside of his advisory role, Meland serves as a director for the Rotary Club of Naples Gulf Shore. Benjamin F. Edwards & Company is a full-service investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and institutions. The firm offers a range of investment strategies through fee-based wrap programs, combining discretionary and non-discretionary approaches 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
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Jon Robert P

Series 66

Naples, FL

Benjamin F. Edwards & Company, Inc.

Jon Robert Price is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Wesco and several other firms across various industries. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers a range of investment strategies through fee-based wrap programs, combining discretionary and non-discretionary account management with periodic portfolio monitoring and rebalancing.

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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Maribel M

Series 63

Naples, FL

Benjamin F. Edwards & Company, Inc.

Maribel Mapes is a financial advisor with Benjamin F. Edwards & Company, Inc. in Naples, FL, holding a Series 63 designation and 37 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley for ten years. Benjamin F. Edwards & Company serves a diverse client base, including individuals, pension plans, charitable organizations, and corporations, offering a range of investment management and financial planning services through fee-based wrap programs. The firm employs various investment strategies managed internally and by third-party managers, supported 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
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Jon B

Series 63, Series 65

Naples, FL

Benjamin F. Edwards & Company, Inc.

Jon Blahnik is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Raymond James Financial and Chambers Island Capital Investors LLC. Outside of advising, he is the owner of Blahnik Investment Group Inc. and also owns a family transport vessel business on Chambers Island, Wisconsin. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers fee-based wrap programs and comprehensive investment management services across multiple strategies, supported by a sizable advisor network and extensive operational infrastructure.

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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Delfina B

Series 66

Naples, FL

Benjamin F. Edwards & Company, Inc.

Delfina Buenrostro is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions at Morgan Stanley and SunTrust Advisory Services. She is based in Naples, FL. 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 and investment consulting, utilizing a range of 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
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Jon P

Series 63

Naples, FL

Benjamin F. Edwards & Company, Inc.

Jon Price is a financial advisor at Benjamin F. Edwards & Company, Inc. with 42 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining Benjamin F. Edwards in 2019. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing strategies managed internally and by third-party managers.

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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