Ben Stephenson

Ben Stephenson Email and Phone Number

Senior Financial Advisor @ Equitable Advisors
New York, NY, US
Ben Stephenson's Location
New York, New York, United States, United States
Ben Stephenson's Contact Details

Ben Stephenson personal email

n/a
About Ben Stephenson

As a Financial advisor at Equitable Advisors, Ben guides individuals and often times their families, through full-service comprehensive financial planning, including but not limited to:-Retirement Planning & Income Distributions-Tax-efficient Investment Strategies-Custom Portfolio Management in both the public & private markets-College Funding Strategies-Employee Benefits Maximization including stock options & executive comp plan strategies-Trust & Estate Planning -Risk Management, Insurance & Long-term care -Budgeting & Cash management -Small Business Benefits Planning-Additional CPA & Estate attorney services available upon requestThe planning process personifies a custom-tailored client experience from A-Z, with an emphasis based around the individual's goals and expectations. By providing a clear and thorough planning process, the result leaves the client feeling confident and empowered in making the most suitable and informed decisions, which can ultimately have a generational impact for themselves and their families. The initial consultative steps involve evaluating one's current financial picture, running analysis & projections, and then drafting and implementing the most suitable & customized plan to help solve for their goals. Going forward, the relationship is continued with quarterly reviews, ongoing advice throughout the year, and adjustments made along the way to ensure the plan stays on track.Personal Bio:Following a six-year career working in professional baseball, Ben returned to New York to pursue his passion in finance. After furthering his education at the Investment Banking Institute, Ben chose Equitable Advisors to grow his practice to help and empower individuals achieve their financial goals.A 2011 Springfield College (MA) graduate with a BA in Sports Management, Ben went on to work with three Major League Baseball organizations including the Atlanta Braves, Pittsburgh Pirates, and Minnesota Twins in player development.There are many parallels between the sports world and wealth management. Both require the highest levels of trust, communication, execution, and emotional engagement.Please feel free to leave a message to see where Ben can help you achieve your financial dreams!

Ben Stephenson's Current Company Details
Equitable Advisors

Equitable Advisors

View
Senior Financial Advisor
New York, NY, US
Website:
equitable.com
Employees:
4200
Ben Stephenson Work Experience Details
  • Equitable Advisors
    Senior Financial Advisor
    Equitable Advisors
    New York, Ny, Us
  • Equitable Advisors
    Financial Advisor
    Equitable Advisors Jan 2020 - Present
  • Equitable Advisors
    Financial Consultant
    Equitable Advisors Jun 2018 - Jan 2020
  • Tao Group
    Vip Client Services
    Tao Group Jul 2017 - Jan 2019
    Las Vegas, Nevada, Us
  • Pittsburgh Pirates
    Associate Scout
    Pittsburgh Pirates Feb 2016 - Dec 2016
    Pittsburgh, Pa, Us
  • Minnesota Twins
    Player Development
    Minnesota Twins Feb 2015 - Oct 2015
    Minneapolis, Minnesota, Us
  • Pittsburgh Pirates
    Player Development
    Pittsburgh Pirates Feb 2014 - Nov 2014
    Pittsburgh, Pa, Us
  • Atlanta Braves
    Player Developemnt
    Atlanta Braves Mar 2013 - Sep 2013
    Atlanta, Georgia, Us
  • Paul, Weiss, Rifkind, Wharton & Garrison Llp
    Summer Finance Internship
    Paul, Weiss, Rifkind, Wharton & Garrison Llp Jun 2009 - Sep 2009
    New York, Ny, Us

Ben Stephenson Skills

Mircosoft Office Sql Baseball Sabermetrics B.a.t.s Some Spanish Coaching Sports Management Marketing Scouting Event Planning Microsoft Office Leadership Customer Service

Ben Stephenson Education Details

  • Springfield College
    Springfield College
    Sports Management
  • Investment Banking Institute
    Investment Banking Institute
    Financial Modeling And Valuation
  • Savannah College Of Art And Design
    Savannah College Of Art And Design

Frequently Asked Questions about Ben Stephenson

What company does Ben Stephenson work for?

Ben Stephenson works for Equitable Advisors

What is Ben Stephenson's role at the current company?

Ben Stephenson's current role is Senior Financial Advisor.

What is Ben Stephenson's email address?

Ben Stephenson's email address is bs****@****col.edu

What schools did Ben Stephenson attend?

Ben Stephenson attended Springfield College, Investment Banking Institute, Savannah College Of Art And Design.

What are some of Ben Stephenson's interests?

Ben Stephenson has interest in Children, Civil Rights And Social Action, Science And Technology, Arts And Culture, Health.

What skills is Ben Stephenson known for?

Ben Stephenson has skills like Mircosoft Office, Sql, Baseball, Sabermetrics, B.a.t.s, Some Spanish, Coaching, Sports Management, Marketing, Scouting, Event Planning, Microsoft Office.

Who are Ben Stephenson's colleagues?

Ben Stephenson's colleagues are James W. Taylor, William Parker, Michelle R. Mcilree, Mary Jane Alexander, Doug Rothman, Brian Bickford, Cfp®, Evan Press, Cfp® Ricp.

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