With the knowledge that comes with more than 28 years of experience in the financial services industry, Ben helps investors navigate the myriad of available investment options with dedicated and focused service and a personal commitment.
From financial planning to comprehensive account management, Ben strives to make recommendations solely in the interest of providing high value and benefit to you. He works hard to help you pursue your financial goals and mitigate your risk.
At Raymond James, Ben has access to the financial knowledge and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. He also provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Ben joined Raymond James in 2024 after 15 years with UBS Financial Services, and 13 years with Merrill Lynch prior. He is a graduate of Illinois Wesleyan University and received a degree in political science and business finance.
Ben lives in Long Grove, Illinois and is married to his wife, Lori, of 25 years. He and Lori have two sons, Ryan, 23 and Drew, 21. When not in the office, he enjoys travel and SCUBA diving.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.