What keeps you up at night? How have you provided for your generational legacy? Suppose something happens to you; what happens next?

For over 30 years, Benjamin has been asking these questions of families and business owners; collaborating with their professionals to sustain, grow and protect their wealth while providing financial and generational planning. Ben fosters and relishes the client relationships that comprise his business practice and community responsibilities.

While employed in engineering and finance at FP&L Company, he earned both his M.B.A. and his (Master of Engineering) M.S.I.E. degrees from the University of Miami. He is a FINRA registered Wealth Advisor.

As a CFP®, he and his team meld these strengths with thoughtful perspectives of the financial markets, institutional experience, and impart why both tactical and strategic long-term financial planning combined with risk management, are necessary for successful investing and wealth preservation.

Registered States:
AL, AZ, CA, CO, CT, FL, GA, IA, IN, LA, MA, MD, MI, NC, NJ, NM, NY, OH, OR, PA, SD, TX, VA, VI

Barry is a 40-year veteran of the financial services industry and joined UBS in 2013.  From his experience helping wealthy multi-generational families, entrepreneurs, corporate executives, and business owners over the years, Barry has developed a deep and varied expertise across all areas of wealth management that enables him to deliver pragmatic, proven advice for his clients' unique financial needs and goals.

Barry uses a disciplined, yet intuitive approach to Wealth Management, with a keen focus on delivering sound solutions and strategies that preserve assets while creating growth opportunities.  He enjoys building fulfilling relationships with his clients, and looks forward to his interactions with them every day.  Barry takes great pride in his ability to add value to his clients' lives by maintining a high standard of support, collaboration, and knowledge in every one of his relationships.

Barry has been married for 43 years and has two grown children and one grandchild.  He is very dedicated to supporting his community.  Barry is the immediate Past President of Temple Judea in Coral Gables, and has served as the Vice-Chairman of the Board of Trustees of Friends of WLRN, Inc., Treasurer of the Alpha Epsilon Pi Foundation and past President of the Alpha Epsilon Pi Fraternity.  A veteran of the U.S. Coast Guard, Barry also has a Commercial pilot's license

Registered States:
AZ, CA, CO, CT, FL, GA, IA, IN, LA, MA, MI, NC, NJ, NM, NY, OH, OR, TX, VA, VI

Registered States:
CA, CO, FL, GA, IL, NC, NJ, NY