Ben joined the firm in 2021 when he and his family moved to the Triad from Raleigh. Ben obtained the Series 6, 7, 63, and 66 licenses, held through LPL Financial, and has several years of industry experience, most recently with a Raymond James advisory group in the Triangle. He serves an important role supporting the advisors in the portfolio design and construction team as well as trade order execution. Ben is also an additional resource for our clients, continuing our tradition of providing quality client service.
Ben is a North Carolina native having grown up in Raleigh. He attended Clemson University where he majored in Biology. He now lives in Jamestown with his wife, Meghan, their three daughters, Ava, Genevieve, and Thea, and two dogs. Ben enjoys spending time with his family, traveling, fishing, hunting, mountain biking, and reading in his spare time.