David Benison

About David Benison

I decided to get into my industry 17 years ago to breakdown the perceived walls of how difficult these types of transactions were. Whether a client has questions about Life or Disability Insurance, Annuities, Mutual Funds, Unit Investment Trusts, Stocks or Bonds, I needed to ensure that my clients felt the value of my service was not just a slap on their backs and a hand shake but also a relationship for the rest of their lives. I am not the type of broker to say that I need at least 100K, 250K or 500K to do business with someone. If you have a question, don\'t worry about it. Ask and I will answer it.

Experience

1. Financial Consultant

   Suntrust Investment Services, Inc

   Mar 2014 — Present

   It is my responsiblity to meet with clients who are in need of some financial advice. I give my opinions as to what is most helpful to my clients without insisting that they follow my advice. I have found that this is the best approach for them and for me. Over time I would suggest that I have to earn their respect and trust. Again, I recognize how important my relationship with my clients factors into a productive benefit where both myself and my client moves forward.

Education

• Rhode Island College

  Bachelor of Applied Science (B.A.Sc.)

  1991 — 1994

Skills

• Investment Review
• Estate Strategies
• Lbgt Needs Planning
• Wealth Management
• Retirement Planning
• Investment Advice
• Retirement Solutions
• Financial Planning
• Risk Management
• Managing Cashflow
• College Planning