You're signed outSign in or to get full access.
Scot Peterson
Vice President - Investments , Co-Branch Manager at Benjamin Edwards Inc.
About
Scot Peterson is Vice President - Investments and Co-Branch Manager at Benjamin F. Edwards & Co. in Wheaton, IL, where he offers tailored investment and wealth management advice to individuals and families. His responsibilities include client portfolio management, financial planning services, and oversight of the Wheaton branch’s operations, delivering personalized investment strategies and solutions.
Peterson has over four decades of experience in the financial services industry, including prior leadership roles as Vice President - Investments at Wells Fargo Advisors and Financial Consultant at A.G. Edwards & Sons, Inc. He has extensive expertise in portfolio construction, asset allocation, retirement planning, and comprehensive financial planning, working primarily with high-net-worth individuals and business owners.
He holds a bachelor’s degree in Business Administration and Management with studies in Political Science from Hope College, complementing his deep knowledge of wealth management. Peterson is recognized for his commitment to trust, integrity, and client-first service, contributing significantly to the investment advisory field in Wheaton, IL through his guidance in multi-asset portfolios, retirement income strategies, and estate planning.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Benjamin F. Edwards & Co. | Vice President - Investments , Co-Branch Manager | Nov 2013 to Present | — |
| Wells Fargo Advisors | Vice President Investments | Jan 2009 to Oct 2013 | — |
| A.G. Edwards & Sons, Inc. | Financial Consultant | Mar 1990 to Jan 2009 | — |
| Merrill Lynch | Financial Consultant | Jul 1984 to Feb 1990 | — |
| Carnation Food Company Ltd. | Sales Representative and Sales Manager | Oct 1979 to Jun 1984 | — |
Education
Hope College
Bachelor’s Degree, Business Administration and Management, General , Political Science
1975 — 1979
New Trier East
High School
1971 — 1975
Others at Benjamin Edwards Inc. (47)
| Name | Role | Location |
|---|---|---|
 | Branch Manager, Senior Vice President - Investments | Chandler, AZ , United States |
A Allen Catalanotto | Senior Vice President-Investments and Branch Manager | Mandeville, LA , United States |
 | Senior Vice President- Investments | Middletown, RI , United States |
A A Paul Olsen | Senior Vice President - Investments, Branch Manager | Madison, WI , United States |
 | Chief Investment Officer | St. Louis, MO , United States |
 | Vice President - Investments | Belleville, IL , United States |
 | Senior Vice President – Investments and Branch Manager | Biloxi, MS , United States |
 | Senior Vice President - Investments, Branch Manager | Harrison, AR , United States |
 | Vice President - Investments | Peoria, IL , United States |
D Dave Brumme | Vice President Investments and Financial Consultant | Springfield, IL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Portfolio Manager | Kennedy Capital Management LLC | St. Louis, MO , United States |
 | Research Analyst | Kennedy Capital Management LLC | St. Louis, MO , United States |
C Chris Jersan | Portfolio Manager | Wedgewood Partners Inc. | St. Louis, MO , United States |
M Michael Quigley | Senior Portfolio Manager | Wedgewood Partners Inc. | St. Louis, MO , United States |
