Joining our team after spending the last two years at UBS-Dallas. As a Wealth Planning Associate, Ben has expertise in the financial and estate planning process for high net worth families. Prior to joining UBS, he spent three years at PricewaterhouseCoopers in Dallas and Chicago working in the financial services group. Ben is a graduate from The University of Texas-Austin McCombs School of Business where he received both his Bachelors and Masters degrees in Accounting.
Registered States:
AR, CA, CO, DE, FL, GA, HI, IA, IL, KS, LA, MD, MI, MO, MS, MT, NC, NE, NM, NY, OH, OK, OR, TN, TX, UT, VA, WA, WY