State
Massachusetts
Description
Areas of focus
- Cash Flow Management Strategies
- Insurance
- Investments
- Family Finances
- Retirement Planning Strategies
- Saving for Education
- Tax Planning Strategies
Qualifications
- ChFC® Chartered Financial Consultant®
- APMA® Accredited Portfolio Management Advisor™
- Series 7 Registration: General Securities Representative
- Series 65 License: Uniform Investment Adviser Law
- Series 63 License: Uniform Securities Agent
- Series 6 Registration: Investment Co. Products/Variable contracts Representative
- Life, Accident & Health License
Education
- Saint Michael’s College; Bachelor of Arts Degree in English
Awards & recognition
- Skyeburst Wealth Management, Ameriprise Client Experience Award, 2022-2024
- Skyeburst Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021, 2023-2024
- Skyeburst Wealth Management, Barron’s Top 250 Private Wealth Management Teams, 2021, 2023, 2024-2025
- Skyeburst Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2024
- Skyeburst Wealth Management, Forbes Top Wealth Management Teams: High Net Worth, 2023
Community participation
- Project Linus, providing blankets to children in need (2023-present)
- Newton Food Bank (2022-present)
- Wonderfund Holiday Gifts (2019-present)
- Catie's Closet, providing in-school clothes and necessities to children in need (2017-present)
- Taunton Community Food Bank (2017-present)
Interests
Originally from Beverly, MA Ben currently resides in Middleton, MA with his wife Renee. Ben and Renee are the proud parents of two daughters Olivia & Abby and their dog Louie. Outside of his professional life, Ben enjoys spending time in the outdoors – walking, hiking, landscaping in his yard, boating, golfing and skiing. He’s an all-around Boston sports fan who also enjoys attending live music events and local classic car shows.