In 2008, as the Great Recession deepened, a void in the financial services industry appeared. It appeared that firms were overlooking what mattered most in this business – clients and the advisors who serve them. In response, Tad Edwards committed himself and his family’s more than 130-year legacy in financial services to change this. Benjamin F. Edwards & Co. was born and with it a firm committed to putting clients first in an atmosphere of integrity, trust, and mutual respect.
2018 – Firm has 68 offices and more than 250 financial advisors in 27 states.
2015 – Firm has more than 50 offices and almost 200 advisors in 24 states.
2014 – Benjamin F. Edwards & Co. crosses $15 billion in Assets Under Management.
2013 – Firm crosses 100-advisor threshold, adds investment banking and mergers and acquisitions to its service offerings.
2012 – Boosts advisor head count by more than 10 percent in 10-day hiring flurry. Closes year with 26 offices.
2010 – Firm opens its 10th office nationally in Atlanta, Ga., giving it a presence in six states.
2009 – Benjamin F. Edwards & Co. opens its first branch in Springfield, Mo.
2008 – Tad Edwards leaves Wachovia Securities and establishes Benjamin F. Edwards & Co. in St. Louis.
2007 – Wachovia Securities acquires A.G. Edwards, the 120 year-old firm founded by Tad Edwards’ great-great-grandfather and led by his father Benjamin F. Edwards III for 40 years, who stepped down in 2001.
1977 – Tad Edwards joins A.G. Edwards.
1971 – A.G. Edwards issues stock and goes public.
1966 – Benjamin F. Edwards III, Tad’s father, assumes leadership of A.G. Edwards from Presley Edwards, Tad’s grandfather.
1929 – Presley Edwards is named managing partner of A.G. Edwards and leads the firm through World War II and the Great Depression.
1925 – Presley Edwards, son of Benjamin F. Edwards I, joins A.G. Edwards
1898 – A.G. Edwards & Sons purchases a seat on the New York Stock Exchange.
1887 – Albert Gallatin Edwards, Tad Edwards’ great-great-grandfather, establishes A.G. Edwards, with his son, Benjamin Franklin Edwards I. The firm is the only brokerage in St. Louis that works with local banks to place trades on the New York Stock Exchange.
1865– President Abraham Lincoln appoints Albert Gallatin Edwards to Assistant Secretary of the Treasury for the Sub-Treasury Bank in St. Louis.
Character Counts – (World Magazine, http://www.wng.org/)