About:
As a retirement account executive, Ben specializes in financial planning, retirement, and customer service.
Experience:
Ben coordinates fund and plan design changes, conducts plan review meetings, and works with the Retirement Plan Advisors to make recommendations that are beneficial to each client’s needs. He partners with company administration teams to design and sustain effective retirement plans, ensuring fiduciary responsibilities are met. Ben facilitates client relationships and manages a robust book of business to align with strategic initiatives.
Prior to Lawley, Ben served as a private client banker at KeyBank, where he developed relationships with high-net-worth clients and provided strategic investment guidance to support their long-term financial objectives. This background equips him with the insight and expertise to effectively guide clients through the retirement planning process at Lawley.
Accreditations:
Ben holds FINRA Series 6, 63, & 65 licenses, a NYS Life, Accident, & Health License, and a Securities Industry Essentials (SIE) License.
Education:
Ben earned a bachelor’s degree from Gannon University.
Community and Pro Bono:
Outside of work, Ben serves as 2nd Vice President on the Board of Directors for the Scalp and Blade Foundation, an organization that provides annual scholarships to high school graduates from Buffalo.
