Ben Stephenson Email & Phone Number

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!

Listed skills include Mircosoft Office, Sql, Baseball, Sabermetrics, and 10 others.