Ben Partridge
CFA Level II Candidate | CRPC™ | Wealth Management Professional | Investment Strategy | High-Net-Worth Client Advisor
- Role
- Associate Wealth Management Advisor at Symphony Financial
- Location
- Fort Myers, FL, US
- LinkedIn followers
- 500 followers
About Ben Partridge
CFA Level II Candidate and CRPC™ professional with 5+ years of experience advising high-net-worth individuals on investment strategy, retirement planning, and financial goal execution. I’ve managed portfolios up to $20MM and supported teams with over $350MM in AUM, delivering customized solutions across asset allocation, financial planning, and estate strategy.I bring a client-first mindset, strong technical acumen in investment research and modeling, and a passion for making complex financial concepts clear and actionable for clients. Skilled in tools like Excel, Morningstar, Schwab Advisory Center, GeoWealth, NetX360, YCharts, and Envestnet, with foundational Python and SQL experience.Currently seeking to grow within a firm where I can combine analytical rigor, client service, and strategic financial planning to drive long-term value.
Experience
Associate Wealth Management Advisor
Mar 2026 — Present · Fort Myers, FL, US
Education
Georgia Institute of Technology
Bachelor of Science in Business Administration, Marketing
2012 — 2019
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