Benjamin Link

Benjamin E. Link, AAMS®, CFP®, CRPS®
Financial Advisor Private Client Group Truist Investment Services, Inc.

3318 W Friendly Ave

Suite 330,

Greensboro, NC 27410-4806

About me

Background

I’m a Financial Advisor, with 18 years of financial industry experience, focused on financial planning and goal-oriented investment management. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, I’m passionate about providing clients holistic wealth management through written financial plans so they can plan for and truly enjoy retirement.

Financial planning is only useful when there’s an actionable and realistic financial strategy. My clients have a detailed path to providing income after retirement so that they can answer the question, “Will I outlive my investments?” My process-driven approach includes every aspect of a client’s financial life, including managing debt and liabilities, insurance and risk management, charitable giving, and, ultimately, estate planning.

I began with Legg Mason, a firm founded on wealth management, where financial planning is the foundation of every family’s relationship. I’m an Accredited Asset Management Specialist (AAMS®) and earned my portfolio manager designation for exhibiting a comprehensive understanding of discretionary asset allocation, portfolio management, and risk mitigation.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Business Management - Major in Finance
North Carolina State University 1997 2001

Personal Interests

A NC native, I earned a bachelor’s in business management and finance, with honors, from North Carolina State. When I’m not in the office, I enjoy spending time with my wife, Emily; son, Connor; and playing with our two dogs. I also love traveling, mountain biking, golfing, and fishing. I’m an NC State and NC State athletics supporter, and attend as many games as possible. I’m also an avid cook. When possible, my family spends weekends at a family property in Blowing Rock, NC, enjoying hiking and the outdoors. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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