Sales and Marketing
Sales and Marketing
- Peter A. BiebelSenior Vice President, Alternative Products and Strategies
Pete joined Benjamin F. Edwards & Co. in 2011 as a vice president and products and projects analyst. In addition, he is also a member of the firm’s Product Review Committee and serves as an options, derivatives and alternative investments analyst and provides trading support to our fixed-income and equity trading desks. A keen observer of the market and the economy, Pete writes the firm’s regular “Week Ahead” commentary, which is posted on the firm’s blog, that covers factors or events that may affect the market in the coming week.
Previously, Pete enjoyed an expansive 25-year career at A.G. Edwards, which was acquired by Wells Fargo Advisors. He started in exchange-traded options, and later helped develop the firm’s derivatives practice, spearheaded the firm’s convertible securities business, and was instrumental in the creation of the Quantitative Analysis Department within the Fixed Income Research area. In 2001, the firm named Biebel manager of Options, Futures, and Managed Futures. In that capacity, he also ran the company’s “Covered Call Service.”
A graduate of Marquette University with majors in Accounting, Finance and Economics, Biebel holds the Series 3, 7, and 24 licenses, and is also a Registered Options Principal.Senior Vice President, Alternative Products and Strategies
- Bruce L. BuerkleSenior Vice President and Manager, Securities Research
The ability to deliver knowledgeable and timely investment ideas – especially for equity investors – is one way of adding value for the client. At Benjamin F. Edwards & Co., Bruce Buerkle guides these initiatives.
Using a variety of resources, including third-party research, stock screens, and solid stock-picking instincts, Bruce provides regular investment options to the firm’s financial advisors, and assists them with reviews of client portfolios. In addition, he prepares daily market wrap-up reports and market open summaries for the firm’s financial advisors to deliver on radio or television. He also assists with the firm’s training initiatives.
Bruce entered the securities industry as a portfolio review associate in 1980 at A.G. Edwards and eventually led the company’s Portfolio Review Department.
A Chartered Financial Analyst, Bruce earned his bachelor’s degree from the University of Florida and his M.B.A. from Vanderbilt University. He also has his Series 7, 16, and 63 licenses.Senior Vice President and Manager, Securities Research
- Brett EdwardsAssociate Vice President and Sales Productivity Strategist
Brett serves as a Sales Productivity Strategist in the Sales & Marketing division of Benjamin F. Edwards & Co. Joining the firm in 2014, he is charged with the sharing of best practices among advisors, managers and branch personnel. Much of his focus is on helping to maximize efficiency using our firm’s technology and tools. His delivery is done primarily via branch visits and training events. Each interaction is tailored to the needs of individual advisors and where they want to take their business.
His foundation at Edwards is in providing financial planning software support as well as assisting our firm’s financial advisors with financial planning analysis including asset allocation strategies, retirement planning strategies, and Monte Carlo-style simulation. Additionally, Brett manages a variety of product and service marketing materials and securities research content.
Brett has an established background in analytics and reporting and has served in project management, training and development, marketing support, in-person sales and customer service roles. Brett is a graduate of Loyola University Chicago where he earned a Bachelor of Business Administration degree in Marketing and International Business. Outside of work, he enjoys playing the drums, golfing, hiking and spending time with his wife and three children.Associate Vice President and Sales Productivity Strategist
- Nick FrigerioPlanning and Research Associate, Associate Vice PresidentPlanning and Research Associate, Associate Vice President
- Theresa A. FrySenior Vice President and Manager, IRAs and Retirement Planning
Theresa joined Benjamin F. Edwards & Co. in 2011 as a vice president and manager of IRA and retirement plans. In this capacity, she works with the firm’s financial advisors and clients on retirement planning issues and strategies.
Previously, Theresa served in a similar role for more than 10 years at A.G. Edwards. She also worked with clients and the firm’s financial advisors, and guided the development of communications materials to support the area. In addition, she served as the firm’s media spokesperson on retirement issues, appearing frequently on CNBC and quoted in USA Today, Money, and BusinessWeek.
Prior to joining A.G. Edwards, Theresa worked as a department leader in Retirement Operations for Edward Jones.
Theresa is a graduate of Southern Illinois University – Edwardsville, and holds her Series 7 and 63 licenses. She also holds life and health insurance licenses and long-term care certification.Senior Vice President and Manager, IRAs and Retirement Planning
- Byron GoodrichAssociate Vice President and Marketing AssociateAssociate Vice President and Marketing Associate
- Thomas HudsonAdvisory Investment AnalystAdvisory Investment Analyst
- Gina LawlorPlanning and Research Associate
Gina began her career working for A.G. Edwards & Sons. 30 years ago. The early stages of her career
were within the Operations Division and particularly the Margin Department which gave her a vision of
broad knowledge into the entire industry.
Gina came to Benjamin F. Edwards in early 2013 starting in the Fee Based Operations/Advisory Business
where she assisted in setting up advisory accounts and billing for clients and Home Office.
After many years in operations Gina accepted a position in the Branch Division working as a Branch
Transition Specialist for 3 years. Assisting in opening new branch offices and transitioning advisors into
existing offices at Edwards was most rewarding as our firm continues to grow. Seeing the smiles on
the FA and client faces as they walk into the door for the first time is the most gratifying feeling you can
have in the industry. This is where the “client first” relationship begins.
Currently Gina works with our advisors as a Financial Planning Associate under the Sales & Marketing
Division. She assists FA’s in building Financial Plans for clients utilizing various planning tools.
She currently holds her Series 7 & 66 licenses.Planning and Research Associate
- Carla MuntonAssociate Vice President and Financial Planning AssociateAssociate Vice President and Financial Planning Associate
- Edward “Ed” V. O’NealSenior Vice President and Manager, Retirement Plans
Ed is vice president and manager of Employer Retirement Plans at Benjamin F. Edwards & Co. Joining the firm in 2015, Ed works closely with financial advisors and clients on technical and compliance topics related to employer retirement plans. In addition, he develops and manages a variety of product and service marketing materials and related projects.
With more than 20 years of financial services industry experience, Ed served in a similar role where he created marketing materials as well as helped educate and train financial advisors. In addition, Ed has led initiatives involving vendor relationship management and strategic market analysis.
Ed is a graduate of Drake University with a Bachelor of Arts degree in Finance and Actuarial Science, and he earned his Master of Business Administration from Webster University. He also completed the Securities Industry Institute at the Wharton School of Business (1997) and holds his Series 7, 66 and 24 licenses.Senior Vice President and Manager, Retirement Plans
- Debbie PlackeVice President, Manager, Financial Planning Marketing and Tools
Debbie is vice president and supervisor of Planning and Research in the Private Client Services group at Benjamin F. Edwards & Co. Joining the firm in 2010, she is responsible for providing financial planning software support as well as assist the firm’s financial advisors with financial planning analysis including asset allocation, retirement planning, and Monte Carlo-style simulation. In addition, Debbie develops and manages a variety of product and service marketing materials and related projects.
With over 16 years of financial industry experience, Debbie held a similar role as a financial planning associate where she gained valuable experience preparing analysis, illustrations, and projections using financial planning software and applications to evaluate the current financial position of clients.
Debbie is a graduate of Southeast Missouri State University – Cape Girardeau where she earned a Bachelor of Science degree in Business Administration. She holds her FINRA Series 7, 63 and 65 licenses.Vice President, Manager, Financial Planning Marketing and Tools
- Daniel J. “Dan” SchulteSenior Vice President and Manager, Annuities and Insurance
As senior vice president and manager of insurance and annuities, Dan trains and assists financial advisors in exploring insurance and annuity vehicles and strategies that can be specifically designed to each client’s retirement and legacy goals for their unique planning situations. Part of this support includes participation in the firm’s Home Office visit program, where clients come to the firm’s St. Louis headquarters to meet with the company’s subject matter experts.
Prior to joining Benjamin F. Edwards & Co. in 2012, Dan spent 15 years at A.G. Edwards (now Wells Fargo Advisors) and coordinated a variety of insurance and annuity product and service marketing projects regarding topics such as family protection planning, business insurance planning, estate planning, long-term care planning, retirement planning, as well as other insurance and annuity planning issues. Dan’s previous industry experience includes four years as a registered representative for Metropolitan Life Insurance Company helping clients with their insurance and investment needs.
Dan has earned a Bachelor of Science degree from the University of Missouri-Columbia and holds Series 7, 6, 26, 63 and 65 licenses. He also holds life and health insurance licenses and is long-term care insurance certified.Senior Vice President and Manager, Annuities and Insurance
- Joanne M. WelkerSenior Vice President and Manager, Advisory Services, CFA
Joanne Welker joined Benjamin F. Edwards & Co. in 2008 and leads the company’s advisory program effort.
As chief investment officer and manager of Advisory Services, Joanne determines which advisory programs are appropriate for Benjamin F. Edwards & Co. to offer and recommend to clients, and oversees them on an ongoing basis. In addition, she serves as portfolio manager for BFEC’s Mutual Fund Portfolios program. Joanne also acts as portfolio manager for the ETF Portfolios and Russell Model Strategies programs, implementing models provided by Confluence Investment Management, Laffer Associates and Russell Investments.
Before joining Benjamin F. Edwards & Co., Joanne worked as a portfolio manager at A.G. Edwards Trust Company FSB for 13 years. Previously, she held positions at Citicorp and Waddell and Reed.
Joanne earned her bachelor’s degree in Finance from Missouri State University, and her master’s degree in Banking and Financial Services from Boston University. She has been a Chartered Financial Analyst since 1999. Joanne also has her Series 7, 24, and 66 licenses.Senior Vice President and Manager, Advisory Services, CFA
- Christopher M. WhitingExecutive Vice President, Director of Sales & Marketing, CFP®
Chris is the Executive Vice-President, Director of Sales and Marketing at Benjamin F. Edwards. As Director of Sales & Marketing, Chris oversees the firm’s expansive suite of products, planning, advice and service offerings. The offerings vary in nature to address clients’ needs from implementing an asset allocation plan to addressing complex estate planning needs. Chris is also responsible for spearheading the efforts of the Benjamin F. Edwards’ home office experts in assisting advisors and clients with growing and preserving wealth, planning for retirement, growing a business and providing a legacy for generations.
Since joining Benjamin F. Edwards in 2018, Chris has expanded the firm’s product and service offerings to better serve the evolving and complex needs of advisors and their clients.
Prior to joining Edwards, Chris was Sr. Director of the Advisory Relationship Management team at SS&C Advent. He also held the role of Chief Operating Officer at Moneta Group – an RIA in St. Louis from 2011 to 2015 and spent 19 years with A.G. Edwards and its successor companies.
Chris earned his MBA from St. Louis University in the School of Commerce and Finance with an emphasis in Finance. He holds a Series 7 license and is a Certified Financial Planner CFP®.
In his free time, Chris enjoys spending time with his wife and two children. He is passionate about spending time outdoors boating, snow and water skiing and hiking. His love of hiking has opened the door to the stunning scenery of Glacier, Yosemite and Yellowstone National Parks, Mount St. Helens in Washington, Mount Whitney in California, and his favorite Mount Hood in Oregon .Executive Vice President, Director of Sales & Marketing, CFP®
- Jeffrey R. WolfeSenior Vice President and Manager, Wealth Planning Strategies
As Vice President and Manager of estate planning strategy and affluent client services, Jeff consults with financial advisors and their clients to explore estate planning and affluent client strategies designed to help clients’ achieve lifetime and legacy goals for themselves and their beneficiaries. Jeff is also responsible for the firm’s Home Office Visit program where affluent clients come to the firm’s St. Louis headquarters to meet with the company’s subject matter experts for a comprehensive financial review. Jeff’s responsibilities also include generating training and marketing materials on subjects of interest for the firm and its clients.
Jeff joined Benjamin F. Edwards & Co. in 2013. Previously, Jeff spent ten years with Edward Jones where he initially served as counsel in their Trust Company before assuming a similar estate planning and affluent client strategist role. Before joining Edward Jones Jeff was in private practice at a law firm in St. Louis County.
Jeff is a member of the Missouri Bar, the Estate Planning Council of St. Louis, the Real Property, Probate and Trust Section of the American Bar Association. He also holds his Series 7, 24 and 66 licenses. Jeff earned his B.A. from Westminster College, and his J.D. from Indiana University-Indianapolis.Senior Vice President and Manager, Wealth Planning Strategies