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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Insight grounded in experience
Having built his wealth management practice from the ground up, Ben has a solid understanding of the needs and goals of the individuals he serves. He's walked with his clients through both the high points and challenges in their lives. As a Financial Advisor and CERTIFIED FINANCIAL PLANNER TM (CFP®), Ben understands the human element in working with his clients. He is not your typical CFP professional. While he delivers strategic thinking and numbers-based analysis, Ben's focus is on people and relationships. He enjoys connecting his tactical expertise with the human side of wealth management—learning what matters to his clients, what makes them worry, what brings them joy. He is a born teacher and his approach is always one of collaboration and education.
Though only in his early-fifties, Ben already has more than twenty-seven years of experience at the firm. This means that he offers clients the expertise of a seasoned advisor while having many years ahead of him to work with his clients throughout their retirement and golden years.
Speaking engagements
Ben is frequently an invited speaker to various organizations throughout North Carolina. Recent speaking engagements include:
Duke Energy- Invited speaker to their offices across the Carolina's giving educational presentations to senior employees on retirement planning.
North Carolina Association of CPA's (NCACPA)- Frequent speaker to their conferences, providing continuing education to CPAs maintaining their professional license. Audiences ranged in size to as many as 400 CPAs.
Making a difference
Ben is passionate about making an impact in the lives of his clients and community.
Big Brothers Big Sisters of the Triangle- Former Board Member and mentor in a one on one relationship with a child.
American Corporate Partners- Ben serves in a mentor relationship with a military veteran.
Better Business Bureau- Arbitrator to resolve disputes between businesses and consumers.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Insight grounded in experience
Having built his wealth management practice from the ground up, Ben has a solid understanding of the needs and goals of the individuals he serves. He's walked with his clients through both the high points and challenges in their lives. As a Financial Advisor and CERTIFIED FINANCIAL PLANNER TM (CFP®), Ben understands the human element in working with his clients. He is not your typical CFP professional. While he delivers strategic thinking and numbers-based analysis, Ben's focus is on people and relationships. He enjoys connecting his tactical expertise with the human side of wealth management—learning what matters to his clients, what makes them worry, what brings them joy. He is a born teacher and his approach is always one of collaboration and education.
Though only in his early-fifties, Ben already has more than twenty-seven years of experience at the firm. This means that he offers clients the expertise of a seasoned advisor while having many years ahead of him to work with his clients throughout their retirement and golden years.
Speaking engagements
Ben is frequently an invited speaker to various organizations throughout North Carolina. Recent speaking engagements include:
Duke Energy- Invited speaker to their offices across the Carolina's giving educational presentations to senior employees on retirement planning.
North Carolina Association of CPA's (NCACPA)- Frequent speaker to their conferences, providing continuing education to CPAs maintaining their professional license. Audiences ranged in size to as many as 400 CPAs.
Making a difference
Ben is passionate about making an impact in the lives of his clients and community.
Big Brothers Big Sisters of the Triangle- Former Board Member and mentor in a one on one relationship with a child.
American Corporate Partners- Ben serves in a mentor relationship with a military veteran.
Better Business Bureau- Arbitrator to resolve disputes between businesses and consumers.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
