For more information, contact:
Rob Donaldson at 314-326-4483 or
[email protected]
FOR IMMEDIATE RELEASE
ST. LOUIS, April 22, 2025 – St. Louis-based financial services firm Benjamin F. Edwards welcomes Dan Morrissey, Vice President-Investments, to its Edwardsville, IL, branch, company officials announced today. Dan brings over an impressive 40 years of experience in the financial services industry, with the majority of his time dedicated to A.G. Edwards/Wachovia/Wells Fargo Advisors. Joining Dan is his son, John Morrissey, a Financial Advisor Trainee with 13 years of experience in the financial services industry.
“We take enormous pride in welcoming this new advisor to our ever-growing Edwards family,” said Tad Edwards, Chairman, CEO and President of Benjamin F. Edwards.
As an advisor, Dan is dedicated to assisting clients from diverse backgrounds in achieving their financial objectives. He enjoys collaborating with his clients and guiding them through the complexities of the financial landscape, regardless of their economic status.
Edwards has continued to expand its presence across the U.S. by adding experienced advisors to its full-service, national wealth-management firm and its registered investment advisor (RIA, Edwards Wealth Management). The firm now has a presence in 34 states.
About Benjamin F. Edwards
With a legacy spanning 137 years over six generations of the Edwards family, Benjamin F. Edwards today is an entrepreneurial wealth-management enterprise welcoming client-first, full-service financial advisors to join the firm. Advisors at Edwards seek to render solid investment advice while helping clients develop a plan to reach their goals. The growing national firm is now in 34 states with 101 locations and over $42 billion in assets under management. It remains true to its Golden Rule roots with regard to the treatment of clients, financial advisors, employees and all partners. The home office in St. Louis knows advisors by name and eschews call centers to get advisors’ questions answered. Leveraging the firm’s distinguished heritage and vision for the future, those who desire can become advisors of the firm’s broker-dealer, Benjamin F. Edwards. Alternatively, they can choose an independent affiliation with the firm’s registered investment advisor, (RIA) Edwards Wealth Management. Edwards’s strong fiscal foundation and timeless values enable it to be a firm of “Client-First Service Second-to-None,” offering friendly support and thoughtful, tailored investment and planning advice to its treasured clients who make it all possible. The firm has zero debt and is committed to staying independent through future generations.
Learn more about Benjamin F. Edwards.
Read More: Benjamin F. Edwards Welcomes Dan Morrissey to Edwardsville, IL, Branch
