About

Ben started his career in financial services as a temp at Charles Schwab in 2007 and eventually became one of the firm’s top financial consultants. He later joined SoundView Advisors as a financial life planner and director of marketing. Ben enjoys working with clients and finding creative solutions to help them have confidence in their financial futures. In his free time, Ben enjoys spending time with his wife Larissa and their three children.

Education

  • BA, Harding University

Resources from Ben Davis

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Current Clients

Contact me via email or me at the top of the page.

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Begin crafting a comprehensive financial plan

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