Benjamin F. “Tad” Edwards IV has been in the business for more than 30 years. At 127 years and five generations, his family has been at it even longer. His great-great grandfather founded A.G. Edwards, which was acquired in 2007 by Wachovia – which itself was acquired by Wells Fargo. In an exclusive interview, he talks about his family’s legacy, why he left Wachovia in 2008 to found his own firm, and how he grew it to about 180 advisors in 24 states.

You opened your first branch in August 2009, in the wake of the financial crisis. Why launch a new wealth management firm now? 

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