WOODSTOCK – Brokerage Benjamin F. Edwards & Co. has opened an office at 11621 Catalpa Lane, Woodstock.
The new location joins Wheaton as the firm’s second office in the Chicagoland area, and is the company’s eighth office in Illinois.
“We are pleased to be adding these talented professionals to our team in Illinois,” said Benjamin F. Edwards IV, founder, chairman, and CEO of the St. Louis-based brokerage firm. “Our commitment to empowering our advisers to serve their clients as they see fit, along with our broad array of products and services, is an appealing combination in the
current competitive environment.”
Dennis Anderson, branch manager and senior vice president - investments, is a 20-year veteran in the securities industry. Anderson spent most of his career at A.G. Edwards and their successor firms where in addition to working with clients, he served as a branch manager for eight years before stepping down in 2010.
A native of northern Illinois, he worked as the city manager for the city of Woodstock before starting his financial services career in 1992. Assisting him with his managerial and
client service responsibilities is Jenny Murray, a 25-year industry veteran, who comes aboard as the assistant branch manager and a senior registered financial associate. She joined A.G. Edwards in 1987, worked with Anderson since 1997, and was assistant branch manager for five years.
James T. Wormley and his son, Ryan Wormley, are senior vice presidents in the office. Sandy Shay will serve as a senior registered financial associate.
James Wormley maintains his CPA certification and earned his certified financial planner certification in 1988, while Ryan Wormley earned his accredited asset management specialist certification in 2004. Shay started her financial services career in 1987 and has been part of the Wormley team since 2004.
With its move to Benjamin F. Edwards & Co., Matt Wormley, James Wormley’s youngest son, is also joining the Wormley team and comes aboard as a financial associate. Previously, Matt enjoyed a successful 10-year career working for Accenture as an alliance sales director, where he was responsible for coordinating efforts between the firm’s vendor partners and its financial services industry clients.
Previously, all of the personnel, with the exception of Matt Wormley, worked for Wells Fargo Advisors.
The office phone number is 815-337-4485.
In addition to Woodstock, the brokerage firm has branches in Wheaton, Galesburg, LaSalle-Peru, Peoria, Springfield, Decatur and O’Fallon.
The firm was founded in 2008 by Benjamin F. Edwards IV, the great-great-grandson of Albert Gallatin Edwards, the founder of brokerage firm A.G. Edwards. Currently, the firm has 27 branches in 15 states and more than 200 employees.