Listening to YouBen 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 20 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.
Ben has served on the board 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.
Professional Development and ExperienceOver the tenure of his career, Ben has maintained a consistent and disciplined approach to helping clients. After earning his B.A. from Susquehanna University in 1981, his initial professional endeavors were with the family sugar cane business, where he worked as a Process Engineer, Relationship Manager and finally as a National Sales Manager. Seeking to have a direct, positive impact on individuals and their families, Ben transitioned to financial services. 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. Ben is among a select group who is qualified to manage client portfolios on a discretionary basis as a Private Investment Management (PIM)* Portfolio Manager. He has been named to the Wells Fargo Advisors Platinum Council** from 2018-2023, an honor that reflects a superior level of professional achievement. Most recently, Ben has been named a Forbes Best-In-State Wealth Advisors*** from 2022-2023 and under his management, the Oxnard Ford Wealth Management Group of Wells Fargo Advisors was recognized as a Forbes Best-In-State Wealth Management Teams*** in 2023.
Your Investment Strategy Drawing on industry leading investment choices and research, we believe your investment strategy should support and sustain your long-term financial future. Here’s what you can expect from us:
- 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
- Periodic plan reviews to ensure your investments continue to align with your strategic objectives and risk tolerance
- Holistic, big picture advise to fit your financial journey
*The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
**The Platinum Council (previously known as 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 the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
***The Forbes Best-In-State Wealth Advisors and Forbes Best-In-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey is not related to the quality of the investment advice and based solely on the disclosed criteria.