Benjamin Armstrong
Tristate Financial Advisors
- Role
- Incoming Financial Advisor at Tristate Financial Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Benjamin Armstrong
As an Intern as a Private Wealth Advisor at LPL Financial, I leveraged my finance and investment management knowledge/skills to provide personalized portfolio proposals while prospecting, leading to a $600k increase in AUM. After this incredible experience, I served as the Mercer University Student Managed Investment Fund\'s Chief Investment Officer, overseeing capital allocation, risk tolerance, and performance evaluations to optimize returns alongside five other fund members. I am passionate and strive for a career where I can help individuals achieve financial success. I have a strong background in corporate finance from studying finance at Mercer. I hold a certification for the Securities Industry Essentials(SIE) while I strive for a career where I can help many people reach financial success, so their worries about liquidity do not take a toll on their lives!
Experience
Incoming Financial Advisor
Jun 2025 — Present · Charlotte, NC, US
Helping individuals achieve financial success through many avenues.* Investment Advisory* Estate Planning * Retirement Planning * Insurance Products
Education
Mercer University Stetson-Hatcher School of Business
Bachelor of Business Administration - BBA
2021 — 2025
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