Benjamin Brason
Personal Financial Planner
- Role
- Associate Manager at Tristate Financial Advisors
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Benjamin Brason
I am an Associate Manager and a Financial Advisor at Tristate Financial Advisors, a leading firm that empowers individuals to achieve financial freedom. With a BBA degree from the Fox School of Business at Temple University, I have a solid foundation in banking, corporate, finance, and securities law.In my current role, I guide my clients towards financial success and help them realize their aspirations. I craft tailored strategies that align with their unique goals, whether it\'s buying a home, retiring comfortably, or funding their children\'s education. I also manage a team of junior advisors and consultants, providing them with training, coaching, and feedback. I have contributed to the growth and retention of our client base, as well as the improvement of our customer satisfaction and loyalty scores. I leverage my skills in financial planning, customer relationship management (CRM), and financial advisory to deliver exceptional service and value to our clients and our firm. My passion is to collaborate with my clients and my team to design a comprehensive plan that maximizes their wealth, minimizes risk, and paves the way for a prosperous future. I believe that financial fulfillment is possible for everyone, and I am committed to making it a reality. Let\'s connect and start this journey together!
Experience
Associate Manager
Jun 2023 — Present · Philadelphia, PA, US
Education
Fox School of Business at Temple University
Bachelor of Business Administration - BBA, Banking, Corporate, Finance, and Securities Law
The Benjamin School
High School Diploma
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