Ben is the Vice President of Business Succession and Estate Planning for Ivy Wealth Management. For the better part of 40 years Ben has taken a wholistic approach to financial planning incorporating asset protection, retirement planning, and estate planning. As an advisor to business owners, Ben has worked with a variety of professionals to assist with business valuations, succession planning and corporate buy-out opportunities.
In addition to his work with business owners, he works with families with special needs dependents, assisting them with long-term planning for their financial security.
Ben earned his Bachelors of Science in Business Administration from Bryant University. He holds the designations of Chartered Life Underwriter® (CLU®), and Chartered Financial Consultant® (ChFC®). He resides in South Kingstown, RI with his wife Rose Marie.
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