Branch Services is a multi-faceted group that helps facilitate financial advisor transitions and branch opening activities for the firm, and then provides the ongoing service, business support and training our branch personnel need once aboard.

Branch Services

  • Lisa DavisBranch Manager Supervision Administrator
    Branch Manager Supervision Administrator
  • Gina DickersonAssociate Vice President, Regional Recruiting Strategist

    In 2009, Gina Dickerson joined Benjamin F. Edwards & Co. where she worked in New Accounts and Document Control. In 2011, she moved to Branch Services where, as a transition specialist, she now plays a key role in opening new branches and assisting financial advisors and their staff transition to the firm. When not opening offices, she continues to provide ongoing support to existing branches.

    Gina Dickerson began her financial services career in 2008 when she was hired as a trade associate to work on the A.G. Edwards trading desk. In that capacity, she received, processed, and executed live equity orders. Previously she spent three years in real estate and 15 years as an operations manager at American Express in the corporate travel division, where she led a team of more than 150 employees, developed and maintained client relationships and handled budgeting.

    Associate Vice President, Regional Recruiting Strategist
  • Chad HaynesBranch Transition Specialist
    Branch Transition Specialist
  • Gina LawlorBranch Transition Associate
    Branch Transition Associate
  • Jim MastersonVice President and Branch Manager Supervision Administrator

    Branch managers need supervision too, and that’s precisely what Jim Masterson does for Benjamin F. Edwards & Co. in his position as a branch manager review administrator. In this capacity, Jim oversees the sales practices and activities of the firm’s producing branch managers. Jim joined Benjamin F. Edwards & Co. in 2010 after a distinguished 25-year career at A.G. Edwards.

    While at A.G. Edwards, Jim initially worked in Operations and then accepted a position in Compliance as a sales practice associate. He then moved to the firm’s Law Department as a client service representative where he worked with company personnel and clients to gather the information needed to address concerns and reach equitable resolutions.

    In 2003, Jim moved to the Branch Division Manager Review team and assisted regional managers with their supervisory responsibilities of producing branch managers.

    Jim is a graduate of the University of Missouri – St. Louis and currently holds his Series 7, 8, 24, 63 and 65, and insurance licenses.

    Vice President and Branch Manager Supervision Administrator
  • Julie McCallisterVice President, Branch Manager Supervision Administrator

    Julie is associate vice president and branch manager supervision administrator of Branch Services at Benjamin F. Edwards & Co. Joining the firm in 2011, Julie is responsible for sales practices and activities of the firm’s producing branch managers.

    With over 25 years of financial services industry experience, Julie has held positions as branch operations supervisor, margin clerk, and branch operations trainer where she provided branch office support by opening new branch offices as well as personnel training in existing offices. More recently, she was a special projects administrator where she produced various reference materials for branch personnel, assisted branch managers with training and managed the advisor retirement transition.

    She holds the Series 7, 9/10, and 63 licenses. Outside of work, Julie likes to stay active, enjoys traveling and cooking.

     

    Vice President, Branch Manager Supervision Administrator
  • Wayne PenningtonBranch Services and Development

    Wayne Pennington is working to help Benjamin F. Edwards & Co. build its national footprint in the competitive world of financial services.

    It’s a function he knows well, having spent 28 of his 40 years at A.G. Edwards doing the same thing – developing a sophisticated branch office network. In 2009, Wayne retired as a senior vice president and senior branch administrator from Wells Fargo Advisors, which had acquired A.G. Edwards.

    During his tenure at A.G. Edwards, he worked as a branch administrator and was instrumental in establishing the firm’s branch and personnel infrastructure in Texas and the upper Midwest. There, just as he does now at Benjamin F. Edwards & Co., Wayne worked with the firm’s regional managers to identify and establish new branch locations and attract new talent.

    Wayne is Series 7 and Series 8 licensed.

    Branch Services and Development
  • Maggie ShankRegional Recruiting Strategist
    Regional Recruiting Strategist
  • Yvonne TrentmanSenior Vice President and Manager, Branch Services

    With years of industry experience and a well-deserved reputation for providing outstanding client service, Yvonne joined Benjamin F. Edwards & Co. in 2009 as a vice president and manager of Branch Services. In this capacity, Yvonne works closely with the firm’s regional managers and acts as a liaison between the firm’s Home Office and its branch offices.

    Yvonne began her financial services career in 1981 at A.G. Edwards in Bond Operations and later moved to the Reorganization Department to manage day-to-day activities within the bond redemption area. In 1995, given her knowledge of the securities industry and her client-friendly demeanor, Yvonne was asked to establish the Client Services Department within the firm’s Law Department. The new department worked with the firm’s branches and clients to address client concerns, answer questions, facilitate settlements and to identify information required for regulatory reporting.

    Yvonne holds the Series 7, 8, 24, and 63 licenses.

    Senior Vice President and Manager, Branch Services
  • Marlyn Van MeterBranch Services and Development
    Branch Services and Development
  • Chuck VanGronigenVice President and Manager, Recruiting Strategy & Administration
    Vice President and Manager, Recruiting Strategy & Administration
  • Julie WilsonAssociate Vice President and Branch Manager Supervision Administrator

    Julie is vice president and branch manager supervision administrator of Branch Services at Benjamin F. Edwards & Co. Joining the firm in 2012, Julie is responsible for sales practices and activities of the firm’s producing branch managers.

    With over 30 years of experience in the financial services and banking industries, Julie has held positions as assistant branch manager and client associate.

    She holds her Series 7, 9, 10, 66, and insurance licenses. Outside of work, Julie likes to spend time with her family — especially her two granddaughters. She also enjoys reading and traveling.

    Associate Vice President and Branch Manager Supervision Administrator