Panama City, FL Office
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Benjamin F. Edwards & Company, Incorporated
Enterprise
Firm-wide stats for Benjamin F. Edwards & Company, Incorporated
About
Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit‑sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers wrap‑fee advisory programs, financial planning, retirement plan consulting, investment management consulting (with and without execution), brokerage services, insurance products, and certain M&A advisory services.
BFE delivers both discretionary and non‑discretionary managed solutions that combine proprietary strategies and third‑party model providers, including model portfolios, active/passive ETF strategies, and a Unified Managed Account overlayed by BNY Mellon Advisors. Its in‑house Equity & Fixed Income Portfolios use a quantitative, factor‑based equity approach and fundamental credit research for fixed income, and the brochure notes that performance reporting for accounts holding fixed income products in that program is provided on an ad‑hoc basis upon client request.
The firm operates an internal equity and fixed‑income trading desk and includes custody and clearance services as part of many wrap programs while Pershing serves as the primary qualified custodian, an operational mix less common among large enterprise advisers. BFE’s disclosure also highlights recent regulatory matters (text‑message supervision, complex ETP suitability, and mutual fund share‑class selection) and describes remedial changes to supervisory procedures and product‑selection practices.
Expertise
Occupation focus
Location
2585 Huntcliff Ln.
Panama City FL 32405
Advisors at this office
5
Advisors at this office
Andrea E
Series 63
Panama City, FL
Benjamin F. Edwards & Company, Inc.
Andrea Ehle is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 17 years of industry experience. She has previously worked at Wells Fargo Clearing and Ameriprise. Outside of her advisory role, she is a consultant for Arbonne and a purchaser of essential oils and skincare products through DoTerra. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of managed solutions, including proprietary and third-party strategies, wrap-fee advisory programs, and brokerage services.
Malissa R
CFP®, Series 63
Panama City, FL
Benjamin F. Edwards & Company, Inc.
Malissa Romack is a CFP® professional with 29 years of industry experience. She has worked at Benjamin F. Edwards & Company, Inc. since 2011, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She also serves as an attorney-in-fact and trustee for investment-related trusts in Panama City, Florida. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage services, combining proprietary strategies with third-party models.
Ashley D
Series 66
Panama City, FL
Benjamin F. Edwards & Company, Inc.
Ashley Davison is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc. She has three years of industry experience, including roles at various hospitality businesses prior to joining her current firm. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, high-net-worth clients, and corporate entities. The firm offers a range of services such as financial planning, investment management, and retirement consulting, utilizing proprietary and third-party strategies.
Anastasia M
Series 66
Panama City, FL
Benjamin F. Edwards & Company, Inc.
Anastasia Mawhinney is a Series 66-licensed financial advisor with three years of industry experience. She is currently with Benjamin F. Edwards & Company, Inc., having joined in 2026. Her prior experience includes roles at Bank of America, Merrill, and Allen, Mooney, & Barnes Investment Advisors. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management, using a combination of proprietary strategies and third-party models.
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 designations and has been with Benjamin F. Edwards since 2012. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs and services, including discretionary and non-discretionary managed solutions, combining proprietary strategies and third-party model providers.
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