Senior Financial Advisor
Managing Director – Investments
I believe you deserve a financial advisor who shares your vision and works to uncover solutions to address your unique needs.
Ben is dedicated to building lifelong client relationships based on honesty and integrity – providing comprehensive and tax efficient investment strategies specifically tailored to each client’s needs. With nearly 20 years of experience in the financial services industry, Ben recognizes that a reputation of quality trust is earned by creating satisfied and knowledgeable clients.
Ben built his career at Wells Fargo Advisors and its predecessor firms, First Union Securities and Wachovia. He serves clients in Philadelphia and the Main Line including corporate executives, business owners, medical professionals, and their families. His mission is to understand and prioritize each clients’ unique financial goals and work with them to create an overall plan to build, manage, protect and transition their wealth.
His educational background includes earning his bachelor’s degree in business & economics from Randolph-Macon College. Now as a Financial Advisor Ben holds his securities registrations, including the Series 7, 63, and 65.
Away from the office he enjoys being active in the community, golfing, skiing, and spending time with family and friends. He and his family live in Ardmore, PA and enjoy all that the area has to offer.