Ben Slone

About Ben Slone

I am thankful to have the unique opportunity to help all different walks of life with their investment goals. Whether its saving for retirement or ensuring my clients have the correct vehicles to protect themselves and their loved ones I am able to wake up everyday knowing how positive of an impact I can have on the lives of some great people.In addition to managing my client practice I have been fortunate enough lead a team of professionals who are on a mission to change the face of our industry. For too long have professionals in my business lead with arrogance and ego. Instead we bring empathy and creativity to make sure you are taken care of with your unique circumstances in mind. We do this through a simple yet effective planning process along side a robust team of professionals and resources. If you would like to learn more about my services and find out if there\'s any way I can help you or your business endeavors please utilize my calendar link below to find a convenient time for us to speak. My Calendarcalendar.cirrusinsight.com//schedule/benslonelivecalendar

Experience

1. Regional Vice President, Southeast Complex

   Equitable Advisors

   May 2016 — Present · Charlotte, NC, US

Education

• Darla Moore School of Business at the University of South Carolina

  Bachelor of Science (BS), Finance, General

  2009 — 2013

Skills

• Public Relations
• Retirement Planning
• Social Networking
• Investment Advisory Services
• Executive Benefits Planning
• Financial Planning
• Customer Service
• Public Speaking
• Wealth Management
• Life Insurance Planning
• Strategic Financial Planning
• Finance
• Networking
• Estate Planning Strategies
• Research
• Financial Services
• Risk Management
• Insurance Planning
• Annuity Services