A nearly 40-year veteran of the financial services industry, Benjamin F. (Tad) Edwards IV founded Benjamin F. Edwards & Co. in 2008, at the height of the financial crisis.
At that time, familiar, long-time corporate names in the financial industry were disappearing or being absorbed by banks. While many viewed these events with fear, Tad Edwards saw a competitive opportunity. He recognized that in the midst of the turmoil, the industry was losing sight of what mattered most – clients and putting their interests first and building a great culture based on trust, integrity, and respect. To fill the void, Tad envisioned a private, entrepreneurial firm, dedicated to providing informed investment advice, in a high-touch, service-oriented atmosphere, focused on clients and helping them meet their financial goals. He named the firm for his father. Since its inception, Edwards has expanded coast-to-coast with over 70 branches in 27 states, operating with no debt and adding banking and RIA arms.
Before founding Benjamin F. Edwards & Co., Tad worked his way up the corporate ladder at A.G. Edwards, a firm founded by his great-great-grandfather.
He started out in the company’s Personnel Department in 1977 and later worked with clients as an advisor and eventually a branch manager. After about 20-years at the firm, Tad moved to the firm’s corporate headquarters as a regional manager, and later as the director of the Sales and Marketing division. As division director, he assumed responsibility for a number of core functions including the fixed income and NASDAQ trading desks; equity research; private client services; investment advisory programs and services; syndicate; and corporate communications.
He also served on the boards of directors for A.G. Edwards, Inc., and its brokerage subsidiary, A.G. Edwards & Sons, Inc. In 1998, he was named vice chairman of the holding company board and appointed president of the brokerage in 2001. He was also a member of the firm’s executive committee. In 2002, he returned to branch management and remained on the brokerage board.
A graduate of Trinity University in Chicago, Tad also completed the Securities Industry Institute at the Wharton School of Business (1983), the Graduate Management Program at Washington University (1983), and the Executive Leadership Development Program at the Harvard Business School (2011). Tad also serves on several corporate and civic boards.
He is married with two children and enjoys reading and golf.