Benjamin joined HB Wealth in September 2024 as an Associate Wealth Advisor in the HB Wealth Family Office division. He is responsible for developing comprehensive financial and investment strategies to help client families navigate their financial decisions.
Before joining HB Wealth, Ben worked as an Investment Analyst at Truist Wealth where he focused on client-specific investment strategies for individuals and families. He started his career as a Wealth Associate where he worked closely with Wealth Advisors on building customized wealth plans that focused on retirement planning, investment strategy, and risk management.
Ben graduated from Florida State University with a Bachelor of Science in Finance and is currently a Level III Candidate in the CFA program.
He enjoys traveling, playing the guitar, and spending time with family and friends.