Benjamin Carson
Associate Vice President, Financial Advisor at
Tristate Financial Advisors
Years of Experience
3 years
Number of Clients
50
Average Client Size
$500,000
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I believe financial planning should be personal. My clients work directly with me, not a call center or a team of rotating advisors. I take pride in being accessible, responsive, and committed to putting my clients' best interests first while building long-term relationships based on trust and personalized advice.
Clientele
I service anybody who wants or needs help with navigating their financial future. That being said, my bread and butter is retirement planning, along with maximizing workplace benefits such as 401(k) plans, 403(b)'s, long-term incentive plans, deferred compensation, etc. My typical client has assets between $500k - $2 million and is looking to solidify retirement.
Services Provided
Investment Management
Estate Planning Strategies
Insurance
Retirement Planning
Specialties and Expertise
Credentials and Designations
Series 65 - Uniform Investment Adviser Law Exam
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Series 63 - Uniform Securities State Law Examination
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Pricing Models
Education
Bellarmine University
Bachelor of Science in Finance
Obtained in 2017
Advisor Links
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