Timonium, MD Office

Team
Updated today

Client AUM

$18,007,367,342

Clients

32,532

Advisors

6

Of 512 advisors across 151 offices

Location

9515 Deereco Rd., Suite 201

Timonium MD 21093

Advisors at this office

6

Advisors at this office

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Brian R

Series 63, Series 66

Timonium, MD

Benjamin F. Edwards & Company, Inc.

Brian Rubin is a financial advisor with Benjamin F. Edwards & Company, Inc. in Timonium, MD. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 13 years with Benjamin F. Edwards. Outside of his advisory work, he serves as the Personal Representative for the Estate of Keith A. Rubin. 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 discretionary and non-discretionary strategies monitored by an Investment Strategy Committee and provides custody, clearance, and trading services alongside its advisory offerings.

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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Jessica C

Series 66

Timonium, MD

Benjamin F. Edwards & Company, Inc.

Jessica Chambers is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and six years of industry experience. She previously worked at Wells Fargo Clearing from 2012 to 2021 before joining Benjamin F. Edwards in 2021. 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 and financial services through fee-based wrap programs, combining custody and execution features with both discretionary and non-discretionary 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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Zachary W

CFP®, Series 66

Timonium, MD

Benjamin F. Edwards & Company, Inc.

Zachary Weiner is a CFP®-certified financial advisor with eight years of industry experience, currently with Benjamin F. Edwards & Company, Inc. since 2018. He previously worked at JP Morgan from 2012 to 2018. 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 and advisory services through fee-based wrap programs, combining discretionary and non-discretionary management with internal trading capabilities.

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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Jeffrey W

Series 63, Series 65

Timonium, MD

Benjamin F. Edwards & Company, Inc.

Jeffrey Weiner is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Benjamin F. Edwards since 2013. His other activities include serving as co-trustee for family trusts and a trustee for a grandchildren’s trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes 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 range of actively and passively managed portfolios and model 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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Sophia S

Series 66

Timonium, MD

Benjamin F. Edwards & Company, Inc.

Sophia Stavisky is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. She holds the Series 66 designation and has prior experience at Cummings & Co., Northrop Realty, and Hankoff Insurance Group. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through fee-based wrap programs, utilizing both proprietary and third-party strategies with ongoing 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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Danielle S

Series 63, Series 66

Timonium, MD

Benjamin F. Edwards & Company, Inc.

Danielle Schwandtner is a financial advisor at Benjamin F. Edwards & Company, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Wells Fargo Clearing. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and corporations, offering a wide range of investment management and financial planning services through fee-based wrap programs. The firm utilizes both strategic multi-year allocations and tactical adjustments across a variety of portfolios and models, supported by an internal trading desk and 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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