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Todd Stone

Todd Stone

Financial Consultant, Vice President - Investments at Benjamin Edwards Inc.

IL , United States

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

OrganizationRoleDate RangeDetails
Benjamin F. Edwards & Co.Financial Consultant, Vice President - InvestmentsJan 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 ServicesFinancial Advisor, Asst. Vice-President - InvestmentsJan 2008 to Jan 2012
A.G. Edwards & Sons, Inc.Financial ConsultantMar 2000 to Jan 2008
Casino Queen Inc.Director of Internal AuditJan 1993 to Mar 2000

Education

Arkansas State University

Bachelor's degree, Finance

1985 1990

Skills & Expertise

Investments
Uniform Combined State Law
Wealth Management
Retirement Planning
Asset Allocation
Investment Advisory
Securities
Mutual Funds
Retirement
Investment Strategies
IRAs
Fixed Annuities
Microsoft Excel
Marketing
Accounting
Finance

Others at Benjamin Edwards Inc. (47)

NameRoleLocation
Adpa Theresa Clemmons
Adpa Theresa Clemmons
Branch Manager, Senior Vice President - InvestmentsChandler, AZ , United States
A
Allen Catalanotto
Senior Vice President-Investments and Branch ManagerMandeville, LA , United States
Anne McCarver
Anne McCarver
Senior Vice President- InvestmentsMiddletown, RI , United States
A
A Paul Olsen
Senior Vice President - Investments, Branch ManagerMadison, WI , United States
Bill Hornbarger
Bill Hornbarger
Chief Investment OfficerSt. Louis, MO , United States
Brent Wilhelm
Brent Wilhelm
Vice President - InvestmentsBelleville, IL , United States
Bridget Weatherly
Bridget Weatherly
Senior Vice President – Investments and Branch ManagerBiloxi, MS , United States
Chris McNew
Chris McNew
Senior Vice President - Investments, Branch ManagerHarrison, AR , United States
Cliff Laine
Cliff Laine
Vice President - InvestmentsPeoria, IL , United States
D
Dave Brumme
Vice President Investments and Financial ConsultantSpringfield, IL , United States
Showing 1-10 of 47 team members

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