Ben has dedicated his career to working with private and corporate clients from around the world. Friendly and knowledgeable, his goal is to have a genuine and positive impact on the lives of his clients while helping to provide the guidance they need to pursue their financial aspirations. Ben believes no two clients are the same, and he considers it a privilege to address their individual goals and concerns. He applies his specialized knowledge in retirement planning, client communication and business development to helping those nearing or already enjoying retirement, as well as business owners.
A graduate of the University of Wales in Aberystwyth, Ben holds a Bachelor of Scientific Economics in economics and marketing. He has his Series 7 and 66 licenses, is an Accredited Investment Fiduciary®, a Chartered Retirement Planning CounselorSM professional and a Certified Exit Planning Advisor.
Ben pursued his lifelong interest in financial services by accepting the role of financial advisor at Edward Jones in 2011, later becoming associate vice president and investment officer at Wells Fargo Advisors. In 2018, Ben joined Raymond James, a firm he admires for its commitment to putting clients above profit.
Born and raised in England, Ben has been in the U.S. since 2009. He currently makes his home in Williamsville, New York, with his wife, Sarah, and their children, Oliver, Ava and Opal. When he’s not at the office, Ben enjoys golfing, traveling and spending time outside as a family. For a little taste of home, he serves as a rugby referee across New York.
Raymond James is not affiliated with the above organizations and/or charitable causes.