Brokerage firm Benjamin F. Edwards & Co. opened an office in Danbury, Conn.
The new office, the company’s 12th nationally, joins the Hamden branch as the second in the state, the company said in a press release on Monday.
Arnold H. Rozany, a 30-year industry veteran, will lead the new office as branch manager and a senior vice president of investments. He spent the majority of his career at A.G. Edwards, which was acquired in 2007 by Wachovia Securities, which was, in turn, bought by Wells Fargo the following year. “Benjamin F. Edwards & Co. is a special firm that brings together the breadth of products and services that our clients need, while also offering a commitment to put our clients’ interests first in a corporate culture characterized by mutual trust, integrity, and treating others the way we want to be treated,” Rozany said in the press release.
Also transferring with Rozany to the Danbury location are the following financial consultants from Wells Fargo Advisors: Anthony J. Falcone and Robert A. Schenck, both as vice presidents of investments; the team of Terry L. Rodrigues and Christopher P. Kachur; and Joanne Eppolito, who was Rozany’s long-time assistant, is coming out of retirement to help as a senior registered financial associate.
When founding the company in 2008, Benjamin F. “Tad” Edwards IV, the company’s chairman, chief executive officer, and president, pledged to incorporate values of the old A.G. Edwards of putting clients first, employees second, and shareholders third. “When we began opening branches a year ago, we pledged to build locations around talented individuals who had the leadership qualities and professional experience necessary to not only build a branch and lead it, but to also deliver on our commitment to provide our clients with the advice they deserve and the financial tools and solutions they need to help them reach their financial goals and objectives,” Edwards said in the press release.
The firm is being selective as to its new locations. Edwards said it is looking to add in middle market and major metro areas “where the economics work.” He added: “We’re not going to add locations just to put a pin on a map.”