Ben is an Investment Manager with Truist Wealth. He offers clients more than 10 years of financial services, retirement planning, and investment management experience. Ben focuses on advising the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment strategy, and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning, and other critical financial strategies.
Ben holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations and is a native of Nashville, TN, where he graduated from Belmont University with both an Undergraduate degree in International Business and a Masters in Business Administration in Finance.
Outside of work, Ben enjoys rock climbing, world travel, and fast cars.
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