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Todd Stone
Financial Consultant, Vice President - Investments at Benjamin Edwards Inc.
About
Todd Stone is a Financial Consultant and Vice President - Investments at Benjamin F. Edwards & Co., based in O’Fallon, Illinois. In this role, he provides personalized financial advisory services, focusing on developing and managing tailored investment strategies to help clients meet their financial goals, utilizing a client-first approach built on trust and integrity.
With over two decades of experience in the financial services industry, Todd has held leadership positions at notable firms, including serving as Assistant Vice President - Investments at Wells Fargo Advisors and as a Financial Consultant at A.G. Edwards & Sons, Inc. prior to joining Benjamin F. Edwards & Co. in 2012. His advisory practice spans a broad range of asset classes, including equities, fixed income, mutual funds, and retirement planning, and he serves a diverse client base of individuals, families, and small businesses.
Todd holds a Bachelor’s degree in Finance from Arkansas State University and is a Certified Financial Planner™. His areas of expertise include comprehensive wealth management and goals-based planning, with a reputation for providing highly personalized service and ongoing portfolio management as clients’ needs and market opportunities evolve.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Benjamin F. Edwards & Co. | Financial Consultant, Vice President - Investments | Jan 2012 to Present | Todd Stone is a CERTIFIED FINANCIAL PLANNER™ professional; striving to provide sound advice and the best customer service possible. Please feel free to contact me to set up a complimentary review of... |
| Wells Fargo Advisors, Financial Services | Financial Advisor, Asst. Vice-President - Investments | Jan 2008 to Jan 2012 | — |
| A.G. Edwards & Sons, Inc. | Financial Consultant | Mar 2000 to Jan 2008 | — |
| Casino Queen Inc. | Director of Internal Audit | Jan 1993 to Mar 2000 | — |
Education
Arkansas State University
Bachelor's degree, Finance
1985 — 1990
Skills & Expertise
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 |
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| 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 |