Julie Cerri

Ms. Julie Cerri is an Associate Vice President at Benjamin F.
Edwards & Co., Inc. In her current capacity as an Associate Vice President in Branch Operations Training and Support for Benjamin F.
Edwards & Co., Ms. Cerri frequently draws on her special combination of branch and Home Office experience gained during her 23-year career at A.G.
Edwards.
In 1987, she joined the Springfield, Ill.
branch of A.G.
Edwards – one of the firm’s top-performing locations – as a branch operations supervisor.
Four years later, she moved to the firm’s Home Office in St. Louis and served as a client account analyst in the company’s Margin Department.
Her knowledge of the industry and branch operations helped her move to the Branch Department as a branch operations trainer.
In that capacity, Ms. Cerri helped open new branches and provide training and support to personnel in existing ones.
She also worked with Home Office departments to communicate changes to branch policies and procedures to branch personnel.
In 2002, Ms. Cerri was named a special projects administrator where her responsibilities included producing various reference materials for branch personnel, assisting with branch manager training and overseeing financial consultant retirements and the transition of their books.
After Wachovia Securities (now Wells Fargo Advisors) acquired A.G.
Edwards, Ms. Cerri was selected to be an associate regional supervisor.
In this new role she helped provide support to branch managers in the Southern and Florida regions.
She also reviewed incoming and outgoing correspondence, approved account openings, changes, and transfers, along with order error and trade corrections.
Ms. Cerri holds the Series 7, 9/10, and 63 licenses.