Panama City, FL Office

Team
Updated today

Client AUM

$18,007,367,342

Clients

32,532

Advisors

5

Of 511 advisors across 152 offices

Location

2585 Huntcliff Ln.

Panama City FL 32405

Advisors at this office

5

Advisors at this office

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Andrea E

Series 63

Panama City, FL

Benjamin F. Edwards & Company, Inc.

Andrea Ehle is a financial advisor with Benjamin F. Edwards & Company, Inc. in Panama City, FL, holding a Series 63 designation and 17 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a consultant for Arbonne and purchases essential oils and skin care products through DoTerra. Benjamin F. Edwards & Company provides investment advice and related services to individual, retirement plan, trust, estate, and corporate clients. The firm offers a range of model-based and customized investment strategies and combines advisory services with broker-dealer capabilities and in-house trading.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Malissa R

CFP®, Series 63

Panama City, FL

Benjamin F. Edwards & Company, Inc.

Malissa Romack is a CFP®-certified financial advisor with Benjamin F. Edwards & Company, Inc., where she has worked since 2011. She has 28 years of industry experience and holds a Series 63 license. Outside of her advisory role, she serves as an Attorney-in-Fact and Trustee for investment-related entities in the Panama City area. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Ashley D

Series 66

Panama City, FL

Benjamin F. Edwards & Company, Inc.

Ashley Davison is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and three years of industry experience. Prior to her current role starting in 2022, she worked in the hospitality sector at Shades Bar & Grill and The Seagrove Market Cafe. She has also spent time as a stay-at-home mom. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, including mutual fund, ETF, and separately managed portfolios, and combines in-house trading with third-party manager oversight.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Anastasia M

Series 66

Panama City, FL

Benjamin F. Edwards & Company, Inc.

Anastasia Mawhinney is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, Merrill, and Allen, Mooney, & Barnes Investment Advisors LLC. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a broad client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized strategies, combining discretionary and non-discretionary programs with ongoing due diligence and monitoring.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Nicole B

Series 63, Series 65

Panama City, FL

Benjamin F. Edwards & Company, Inc.

Nicole Brusher is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Benjamin F. Edwards since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm uses a combination of firm-developed and third-party investment models, offering a range of advisory and consulting services with oversight from an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
View complete list of advisors at this office
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