Branch Supervision
Branch Supervision
Lisa DavisAssociate Vice President, Branch Supervision SpecialistCheck the background of this investment professional on
FINRA’s BrokerCheckAssociate Vice President, Branch Supervision Specialist
Colleen JohnsonVice President, Branch Supervision AssociateWhen Colleen Johnson came aboard with Benjamin F. Edwards & Co. in 2008, she brought with her decades of experience earned as a branch operations trainer at A.G. Edwards, a firm she joined in 1981.
Today, she applies that knowledge as she helps transferring managers and financial advisors with the transition process, providing training on a variety of day-to-day aspects of the business. At the same time, she ensures adherence to the firm’s established operational procedure and also assists financial advisors with questions and troubleshooting every day.
She currently holds her Series 7, 9/10, and 63 licenses.
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FINRA’s BrokerCheckVice President, Branch Supervision Associate
Julie McCallisterVice President, Senior Branch Supervision SpecialistJulie 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.
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FINRA’s BrokerCheckVice President, Senior Branch Supervision Specialist
Michele TannerBranch Supervision AssociateCheck the background of this investment professional on
FINRA’s BrokerCheckBranch Supervision Associate
Chris TrovitchBranch Supervision AssociateCheck the background of this investment professional on
FINRA’s BrokerCheckBranch Supervision Associate
Julie WilsonVice President, Branch Supervision SpecialistJulie 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.
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FINRA’s BrokerCheckVice President, Branch Supervision Specialist