Bringing Confidence to Your Investment Planning

Listening to You

Ben believes listening carefully is the most important aspect to a client relationship because an investment strategy can only be effective if it is tailored to the specific needs and goals of the individual.  After more than twenty years in the investment business, the relationships with his clients bring him the most pride.  He strives to build, manage, protect, and transition their wealth.

Professional Development and Experience

For over two decades, Ben has maintained a consistent and disciplined approach to helping clients.  He earned his BA from Susquehanna University in 1981.  His initial professional endeavors were with the family sugar cane business, where he worked as a Process Engineer, moved into Relationship Management, and ended his time there as  a National Sales Manager.  After a decade of working with corporate clients, Ben transitioned to financial services.  He was seeking to have a direct, positive impact on individuals and their families.  In 1998, Ben started with Robinson Humphrey/Smith Barney.  He has since had the opportunity to work at Merrill Lynch Wealth Management and now Wells Fargo Advisors, as a Managing Director of Investments in the Oxnard Ford Financial Consulting Group.  Ben is among a select group of Wells Fargo Advisors who is qualified to manage client portfolios on a discretionary basis, a Private Investment Management (PIM) Portfolio Manager.  He has been recognized as a Premier Advisor* from 2018 - 2022, and most recently, has been designated as a Forbes Best-In-State Wealth Advisor** in 2022.  Ben has served on the boards of directors for many local charitable and civic organizations.  He lives in Savannah with his wife, Maria, and enjoys spending time with his three sons, their families, and his grandchildren.

Your Investment Strategy 

The Oxnard Ford Financial Consulting Group believes your investment strategy should support and sustain your long-term financial future.  Drawing on industry leading investment choices and research, your individualized strategy is designed to be aligned to your most meaningful plans and goals.  Here’s what you can expect from Oxnard Ford Financial Consulting Group:

• Time – to get to know you and what matters most to you and your family

• A personalized investment plan tailored to your unique life goals

• Plan reviews as you feel necessary to help ensure your investments continue to align with your strategic objectives and risk tolerance

• Holistic, big-picture advice to fit your financial journey

The Oxnard Ford Financial Consulting Group believes your investment strategy should support and sustain your long-term financial future.  Drawing on industry leading investment choices and research, your individualized strategy is designed to be aligned to your most meaningful plans and goals.

Building Long-Term Relationships

Jason understands that building meaningful personal relationships helps create a strong foundation as our clients navigate the ever-changing complexities of wealth management. As a founding member of the Oxnard Ford Financial Consulting Group of Wells Fargo Advisors, he prides himself on the relationships he has created by taking a personal and intentional approach to all aspects of the investment planning process.

Professional Development and Experience

A Savannah native and graduate of Georgia Southern University, Jason has served as one of the area’s financial advisors since 2001.  He has been with Wells Fargo Advisors for the tenure of his career as a result of their unparalleled commitment and scope of solutions to meet clients’ needs.  Jason has had the ability to combine his knack for numbers and a passion to truly make a positive difference in other’s lives through his career.  As a certified Fundamental Choice Portfolio Manager, Jason is qualified to manage on a discretionary or non-discretionary basis.  He has been designated a Premier Advisor* with Wells Fargo Advisors from 2015 – 2022.  Most recently, he has been recognized by Forbes as a Best-In-State Wealth Advisor** from 2019 - 2022.  Jason is a dynamic community member and passionate supporter of several nonprofit and civic organizations including the Exchange Club of Savannah, Jenkins Athletic Club, March of Dimes, Leukemia and Lymphoma Society, The Savannah Quarterback Club, and more.  Jason and his wife, Kara, are the proud parents of two young boys, Logan, and Ashby.
 
Our commitment
 
At the Oxnard Ford Financial Consulting Group, we aim to meet clients at every point of their investment planning evolution.    Combining our extensive experience and the vast resources across our company, we strive to provide comprehensive advice and actionable plans to help maximize all elements of our client’s financial lives including creating a legacy of wealth for future generations.  Operating as advisors, our team is committed to providing guidance, transparency, and confidence as we stand ready to help you plan for the most important days yet to come – your future.  

 

*The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years,  and professionalism.  Additional criteria, including length of service may also be used to determine recipients.


**The Forbes Best-In-State Wealth Advisor ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking.  Investment performance is not a criterion.

Joseph Lovas, Financial Consultant, Vice President – Investments, has 30 years of investment experience as a Financial Advisor. Specializing in equity and fixed-income portfolio management services, retirement planning, as well as investment planning for multi-generational families, he is dedicated to offering our clients the highest level of personal service along with an uncompromising commitment to integrity.  Joe received a B.A. in Liberal Arts – Social Sciences from Villanova University and currently holds the Series 7 and 65 registrations.  

Prior to joining Wells Fargo Advisors in 2005, Joe began his professional career with IBM Corporation in 1969 and has held prestigious positions with various financial institutions including Lehman Brothers, Merrill Lynch and UBS.  He served as a First Lieutenant in the United States Army from 1966-1969. Originally from New York, Joe resides in Savannah.

Ryan Pross, CFP®, Financial Consultant, joined the Oxnard Ford Financial Consulting Group of Wells Fargo Advisors in January of 2021 after moving from Atlanta, Georgia where he spent almost 7 years in the wealth management industry at firms such as Oppenheimer & JP Morgan Securities. Ryan’s principal duties are to help service the growing investment planning needs of you and your family.  As a Financial Consultant who holds the CERTIFIED FINANCIAL PLANNER™ certification (CFP®), he can help our team and your family find the appropriate strategies to work towards your financial objectives.  He looks forward building off what he’s learned by providing excellent client service and holistic investment advice.

Born and raised in Birmingham, Alabama, he went on to receive a B.S. in Business with a Major in Finance from the University of Alabama in 2013. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2019, holds his Series 7, 63, 65 securities registrations, as well as life insurance, accident/sickness, and variable products licenses.

Ryan along with his wife, Kathryn – a Savannah native- have settled in as Landings Community residents.  They enjoy spending their spare time together with friends and family on Tybee Island, traveling, and of course watching college football.

Glenda Harris, Senior Registered Client Associate, AVP, has over 21 years of experience within the financial industry.  She has dedicated her career to providing only the highest levels of customer service and industry experience to clients helping to meet their important financial needs. 

In 2013, she was honored by Wells Fargo Advisors and received the Premier Client Associate distinction which is held by a select group of Registered Client Associates within Wells Fargo Advisors who are nominated by their management for their consistent display of professionalism, integrity and core leadership values.  Glenda currently holds the Series 7 and Series 63 registrations. 

After spending her childhood in Washington State, Glenda settled in Savannah with her daughter, Danielle, and husband, Rayguy.

Morgan Sawicki, Registered Client Associate, joined Wells Fargo Advisors in May 2017, bringing over 8 years of customer service experience. She assists clients with their financial goals by providing support with account needs. 

Originally from Atlanta, Morgan received her degree from the University of Georgia.  She currently holds the SIE, Series 7 and Series 66 registrations. Prior to the role of Client Associate, she served as the program associate for Junior Achievement of Georgia and accounts manager for Abshire Public Relations. 

After meeting her college sweetheart, Thomas, Morgan began her career in Savannah following graduation and enjoys spending time with her Vizsla, Colt.