Ben assists the Financial Planners of Carter Advisory Services as they develop reviews of the clients’ formal financial plans. This review process helps the clients determine how to identify and achieve their financial goals.
Before joining Carter Advisory Services, Ben received a Bachelor of Business Administration in Finance from Texas A&M University in May of 2016. He recently completed the CFP® education requirement and plans to take the CFP® examination at the end of the year. Ben is also currently pursuing his Series 65 license.
Ben attends Watermark Community Church in Dallas. He enjoys traveling, supporting Texas A&M athletics, Texas Rangers baseball, and hobbies such as woodworking.