What Makes Benjamin Roosevelt Different?

Your Goals

  • Our unique Envision(r) planning process helps us identify the most important goals you want to achieve in your life, so that your investments reflect your personal values.
  • Your portfolio will be designed for your specific risk tolerance, goals and objectives.
  • Our integrated technology helps us inform you when you are on-track for achieving your personal financial goals, and when you need to be concerned about your savings habits, spending habits, and invetsments.

Knowledge

  • MBA in Finance from the Wharton School of Business of the University of Pennsylvania
  • As one of the largest investment firms in the country, Wells Fargo Advisors can provide you with a vast array of resources to help you with your most important financial decisions.

Portfolio Management

  • I follow a rigorous investment selection and asset management process, relying on time-honored strategies that do not focus on upstart 'trendy' ideas.
  • I integrate a portfolio and goals review tool which helps inform you when a riskier portfolio is no longer beneficial to achieving your goals.

Communications

  • Through my proactive communication system, advisory clients* should expect personal phone calls from me throughout the year.
  • Our advanced technology helps you manage, consolidate and simplify your complex financial picture.  Stocks, Bonds, Mutual Funds, Annuities, Life Insurance, and Liability Management (Debt) can all be wrapped into one-stop online access.

Giving Back

  • I value and support my local community, through scholarships and donated time.  Wells Fargo Advisors supports and shares these values.


* Advisory programs may not be appropriate for all clients
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Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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