Ben attended the University of Florida is a 25-year veteran of the industry. Over those years he has been a wholesaler of traditional and alternative investments, a practice improvement consultant as well as many years as a retail advisor both commissioned and fee based. This diverse background has enabled him to be a true value add when assisting advisors in adding new products to their clients’ portfolios.
Ben holds his Series 7, 24, 63 and 65. Property and Casualty, Life, Health and Variable Annuity Insurance licenses and the CMFC designation from the College of Financial Planning