WEALTH MANAGEMENT FOR TODAY

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I think there are 2 questions that are important:

1. Why did I become a Certified Financial Planner and

2. Why did I start BENCHMARK FINANCIAL?

 

I graduated from the University of Florida with a degree in Finance. At that time there were two options, you could work for a brokerage firm or a bank. I Interviewed at a brokerage firm and they were only interested in how much sales experience I had. So, I chose the banking field. 

 

At first, I was a commercial banker but after a chance meeting with the head of our trust department, I became interested in private banking. This quickly developed into wealth management where I rose to running one of the largest wealth management teams in Florida. Our team had over $1 billion in assets. It was during this time that I worked to earn my Certified Financial Planner™ designation.

 

One thing that I have learned over the years is that people want to work with people, not institutions. You see, working with an organization is very formal. You meet in a conference room during business hours. Each member of the team has their own goals to meet. In other words, they get paid to sell the bank’s products.

 

I wanted something different. I wanted my clients to be treated like friends. I know them and their family. They are not one of the many but one of the few. I tend to think of it as a concierge service. You have questions and we find solutions. That is why I founded BENCHMARK FINANCIAL. You get everything I learned during my 20+ years of wealth management in a small firm focused solely on you.

 

It’s a difference you will appreciate. Let’s work together on your future.