Ben has been with UBS and its predecessor firm, PaineWebber, since 1985. His financial services experience and understanding of clients' needs enable him to deliver a comprehensive approach to wealth management, retirement planning, estate planning and wealth transfer strategies. He designs customized solutions to address clients' needs, specializing in concentrated stock issues and offering strategies for alternative investments, cash flow analysis and market assessments. Ben received his undergraduate degree from Texas Tech University and his CERTIFIED FINANCIAL PLANNER™(CFP®) education from the University of Houston.
Registered States:
AK, AL, CA, CO, CT, DC, FL, GA, IA, IL, KY, LA, MI, MO, MT, NC, NM, NY, OH, OK, PA, TN, TX, VA, WY