Ben prides himself on the deep and lasting relationships that he builds with his clients. By utilizing a goals-based wealth management approach, he is able to deliver investment advice and guidance that is informed by thoughtful planning.
Our team provides a "family office" type experience by working with your attorneys, accountants and other professionals to help coordinate your financial and legacy approach. He has experience helping clients address important milestones such as retirement, education funding, inheritance or the sale of a business. He also focuses on managing concentrated stock positions and mitigating tax liabilities.
He graduated from James Madison University with a B.S. in Psychology. Before joining Merrill in 2012, he worked as a management consultant in Washington, DC, where he helped institutional clients navigate and streamline organizational change. He lives in the Venetia area of Jacksonville with his wife Whitney and sons Benjamin and Hayes. In his free time can be found near the water, playing golf and relaxing with his family.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
