Client Service Specialist
A Client Service Specialist with Moran Wealth Management®, Ben is a graduate of Florida Gulf Coast University. Earning a BS in Finance with a Concentration in Analysis and Management, Ben recently completed internship stints with both Aviance Capital Partners and Pelican Wealth Financial before arriving at Moran.
In his role, Ben analyzes client information to determine optimal investment solutions and strategies based on an individual’s unique circumstances, understanding their risk and desired level of future investment growth. He also nurtures existing client relationships to help meet any unexpected changes.
An Iowa native, Ben made his way to Southwest Florida to run cross country at FGCU, academically achieving a spot on the Dean’s list. During his time in college, he held multiple leadership positions with the athletic department including serving as president while volunteering his time at the FGCU Bloomberg Lab to become Bloomberg Market Concepts Certified. Ben credits his Midwestern work ethic and close-knit family for his continued success.