ARTICLE
In the heart of central Texas, the Snowden Investment Group of Benjamin F. Edwards & Co. is dedicated to providing individuals, families, and small business owners with the knowledge and service to manage their finances responsibly and wisely. No matter the portfolio size or growth goals, they seek to provide you accessible financial education, sound advice, and outstanding service. Their firm, Benjamin F. Edwards & Co., shares the commitment to client-first service. They joined the firm in 2018 to open the Central Texas office in Temple. Benjamin F. Edwards and Co.’s CEO, Benjamin F. “Tad” Edwards, IV, is the great-great grandson of A. G. Edwards and the seventh Edwards to manage an investment firm. With years of industry experience, he founded Benjamin F. Edwards & Co. to continue his family’s more than 130-year legacy of putting clients’ interests first in an atmosphere of integrity, trust, and mutual respect. As Christians, it is the Snowdens’ passion to serve God by serving you. They seek to embody the Edwards family’s approach of placing clients’ needs first. Financial Advisors Lydia Snowden, Luke Snowden, and Chip Snowden work together to provide clients trusted investment advice. Lydia brings a background in finance, and a passion for helping clients meet their short and long-term financial goals. With a background in manufacturing and engineering, Luke brings strong analytical skills and a familiarity with industrial and energy sectors. Chip brings 28 years of experience in the financial industry, spanning Wells Fargo, Wachovia, and A. G. Edwards & Sons. Financial Client Associates Phyllis Snowden and Anna Snowden work together to provide exceptional client service. Phyllis is passionate about client investment education, and coordinates branch operations and client service, bringing a wealth of experience in management, client care, and family education. With a background in technology and project management, Anna excels in facilitating efficient and effective operations for the team and their clients. The Snowden Investment Group begins by helping you identify personal and family goals, and then works with you to establish the financial plan to reach these goals. They work with you to establish your risk tolerance, anticipation for return and strive to meet your needs through a wide variety of financial services and strategies. Financial planning software is used to determine your probability of success. Once the plan is implemented, the team monitors your portfolio and meets with you on a regular basis to ensure the plan stays on track with your objectives and determines if any tweaks are necessary. Stop in at Benjamin F. Edwards & Co. at 2102 Birdcreek Drive in Temple for a cup of coffee or call 254- 236-6490. The Snowden Investment Group looks forward to the opportunity to serve you!