Ben Beshear
CEO & Private Wealth Advisor | Licensed Advisor, Retirement Planning
- Role
- CEO & Private Wealth Advisor at Livewell Capital - Northwestern Mutual
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Ben Beshear
As the CEO and Private Wealth Advisor at LiveWell Capital, a part of the Northwestern Mutual Private Client Group, Ben Beshear has over 20 years of experience in helping clients achieve their financial goals and protect their assets. He is a CERTIFIED FINANCIAL PLANNER® Professional, industry speaker, writer, and thought leader.Ben and his team at LiveWell Capital provide expert guidance and comprehensive solutions for a lifetime of financial security. They work with clients to understand their investment goals, identify their needs, create and monitor their personalized plans, and adjust them as their situations change. Ben\'s areas of expertise include planning for Fortune 500 executives, estate planning, retirement planning, charitable planning, and tax minimization strategies. He is passionate about developing enduring relationships with his clients and delivering exceptional service.
Experience
CEO & Private Wealth Advisor
Livewell Capital - Northwestern Mutual
Sep 2020 — Present · US
Education
Miami University
Marketing, Business
1997 — 2001
Skills
- Series 63
- Financial Advisory
- Estate Planning
- Disability Insurance
- Customer Service
- Series 7
- Finance
- Retirement Planning
- Retirement
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.