Benjamin RooseveltVice President - Investments
I strive to develop a relationship that will play a key role in your life for generations to come. My first step in developing this relationship with you is to introduce myself and listen carefully your needs. For the advisory relationship to work, we both need to be comfortable with each other.
After beginning to work together, I make it a priority to consistently reach out and communicate with my clients to help assure that your investment strategies and plans remain aligned with your changing personal goals. Nothing in this world stays the same. In my opinion, continually checking the alignment is critical to executing a successful plan.
> Master of Business Administration, Finance - The Wharton School of Business
> Master of Science - University of Southern California
> Bachelor of Science - University of Michigan
I am active in my community and spend a significant portion of my personal time volunteering. I am currently the Vice President of the Battle Creek Area Catholic Schools Foundation. For relaxation, I enjoy skiing, playing the saxophone, and carrying on my grandfather’s stamp collecting tradition.
Wells Fargo Advisors has over a century of experience steering clients through the maze of financial products. Whether it is investing, education funding, retirement income planning, insurance procurement, the maintenance and transfer of wealth, or inheritance planning, my team is a source of knowledge and experience.
CA Insurance License #OG39201
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.