Benjamin Armstrong

Benjamin Armstrong Email and Phone Number

Finance Major at Mercer University | Wealth Management at McKenzie Wealth | @ McKenzie Wealth
Benjamin Armstrong's Location
St Simons Island, Georgia, United States, United States
About Benjamin Armstrong

My name is Benjamin Philip Armstrong, currently in my junior year at Mercer University, where I am pursuing a Bachelor's degree in Finance through the Stetson Hatcher School of Business. My time as a student has not only been a pathway to a degree but a strategic investment in my future career outcome. Working on Wealth Management projects dealing with student client meetings diving into their financial dreams after college setting up solid financial planning advice to give them` a jump start to stability. Focusing on maxing out IRAs and emergency funds while considering their Investment Risk Tolerance to determine where they should allocate excess funds has provided me with a starting point in the financial world.With a passion for working in the Finance sector specifically Financial Planning. Recently I obtained my Life Insurance: Accident Life & Sickness License and soon will begin the process of attaining my SIE License. I aspire to leverage my skills gained during my time spent at Mercer University and practical skills to help individuals create a roadmap to financial stability for my future client relationships. Providing them with the stability they deserve so they can spend time doing what matters to them. Through my financial preparation through Mercer and Risk management skills gained by attaining my Life Accident & Sickness Life Insurance License. I aim to empower my future clients to navigate the complexities of the financial landscape with confidence and optimize their wealth through a trusted and well-maintained relationship that lasts for years to come.At the core of my ambition lies a genuine passion to make a difference in people's lives by leading people into financial stability. By combining educational knowledge and real-world application. I have positioned myself towards a future that is full of helping future clients grow their wealth, and budget effectively, and maintain a relationship that will provide the utmost benefit for all clients.

Benjamin Armstrong's Current Company Details
McKenzie Wealth

Mckenzie Wealth

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Finance Major at Mercer University | Wealth Management at McKenzie Wealth |
Benjamin Armstrong Work Experience Details
  • Mckenzie Wealth
    Associate Financial Advisor
    Mckenzie Wealth May 2024 - Present
    St Simons Island, Georgia, United States
    Associate Financial Advising, Associate Client Relations & Portfolio ModelingContributed efforts and insights helping a brand new firm break ground to run effectively & efficientlyEffectively brought in new clients, increasing Assets Under Management Conducted hundreds of portfolio proposals to outperform clients' current portfolios to optimize client wealthDeveloped a full understanding of the LPL Proposal tool, Wealth Vision, Client Works Portal, Contra Party Transfers, ACH Transfers, and Journals. Utilized the Monte Carlo financial planning tool showing clients the necessary steps to take to optimize their wealth to retire with their financial stability intact
  • Mercer University Student Managed Investment Fund
    Chief Investment Officer For Smif
    Mercer University Student Managed Investment Fund Aug 2024 - Present
    Macon, Georgia, United States
    Chief Investment Officer for Mercer's Student Managed Investment Fund(SMIF)Oversees capital allocation, risk tolerance, and performance evaluations to moderate overall risk and optimize returns for the fundOne of six members of the Executive Board
  • Barry'S Beach Service, Inc.
    Beach Service
    Barry'S Beach Service, Inc. May 2018 - May 2024
    St Simons Island, Georgia, United States
    Increased Sales by 12% compared to prior year. Recorded single day high for earnings made in company history.Maintained the daily cash flows from consumers 6 days a week working 12 hour workdays.Maintained and developed client relationships creating lifelong connections with Lawyers, Financial Advisors, Doctors and Businessmen.Operated receivables using the Square Technology platform to maintain company books for audit.Gained communication, sales, client management and hospitality skills interacting with consumers hours beach day.Conducted yearly new member meetings providing insights on how the new employees can excel in their new position

Benjamin Armstrong Education Details

Frequently Asked Questions about Benjamin Armstrong

What company does Benjamin Armstrong work for?

Benjamin Armstrong works for Mckenzie Wealth

What is Benjamin Armstrong's role at the current company?

Benjamin Armstrong's current role is Finance Major at Mercer University | Wealth Management at McKenzie Wealth |.

What schools did Benjamin Armstrong attend?

Benjamin Armstrong attended Mercer University Stetson-Hatcher School Of Business, Frederica Academy.

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