ST. LOUIS, MO--(Marketwired - Aug 25, 2014) - Benjamin F. Edwards & Co. added an office in metro Portland, Ore. located at Lincoln Center Tower. The new location, the firm's 48th in the country, joins Lake Oswego as the St Louis-based financial services firm's second in the area. With the opening, the firm welcomed aboard the Rosenbloom Wealth Management Group, a financial services team comprised of three experienced professionals.
"We're thrilled to welcome an additional office and another great financial services team to our presence in the greater Portland area," said Benjamin F. Edwards IV, founder, chairman and CEO of Benjamin F. Edwards & Co. "We're welcoming this location almost five years to the day from when we opened our very first office in Springfield, Mo. There's no question, we've come a long way, and our growing presence across the country underscores how appealing our client-first approach and white-glove service are to our clients."
Joining the firm as part of the Rosenbloom Wealth Management Group are the following:
Robert H. Rosenbloom: Branch Manager and Senior Vice President - Investments
Rosenbloom began his financial services career in New York in 1966. Five years later, he moved to Portland and currently works with clients on all aspects of their investing activities, which includes stocks and bonds, mutual funds, annuities and managed accounts.
Trent Rosenbloom, AAMS®: Vice President - Investments
Joining his father's practice, Trent Rosenbloom started his financial services career 12-years-ago after working in sales for a nationally-recognized business communications systems provider. He earned his Accredited Asset Management Services™ certification in 2002.
Angela O'Curran: Senior Registered Financial Associate
O'Curran joined the Rosenbloom Wealth Management Group two years-ago, and currently has a total of nearly 30 years of experience in the financial services industry. In her position, she will oversee office operations and assist both Rosenblooms with their client management responsibilities.
"Our commitment to provide our clients with insightful investing advice and counsel and state-of-the-art technology tools, while also offering a broad assortment of investment products and services never waivers," said Roger Buller, senior vice president and regional manager for Benjamin F. Edwards & Co. "We're proud of our progress, excited about our new team in Portland, and look forward to all the future has to offer."
All of the advisors joining Benjamin F. Edwards & Co. today are transferring from Wells Fargo Advisors.
About Benjamin F. Edwards & Co.
With a tagline of "Investments for Generations" and a company logo anchored by the Edwards crest, Benjamin F. Edwards & Co. is headquartered in St. Louis, Mo. The firm was founded in 2008 by Benjamin F. (Tad) Edwards IV and currently has 48 branches in 24 states and nearly 400 employees.
A subsidiary of Benjamin Edwards, Inc., Benjamin F. Edwards & Co. is a full-service brokerage and a Registered Investment Adviser, which offers a wide array of financial products, advisory and investment banking services to its clients and financial advisors. For more information about Benjamin F. Edwards & Co., please visit the firm's corporate website, benjaminfedwards.com, GetInAtBenEdwards.com for advisors, or follow the company on Twitter.com/GrowWithBFEC.
Contact Information:
For more information, contact:
Margaret Welch
314-703-1215