Benjamin Davis is a Wealth Advisor on the Focused Wealth LLC team where he creates and monitors personalized investment strategies and financial plans for high-net-worth clients. His expertise includes supporting small business owners, working with visually and audibly impaired clients, helping navigate divorce asset division, and managing estate affairs.
Ben's journey in financial advice began at AXA/Equitable Advisors, where he completed his Series 7 & 66 licenses, along with life, health, and long-term care certifications. His time at AXA equipped him with a deep understanding of state and private pensions, annuities, life insurance, and employer-sponsored plans.
Since joining LPL Financial in 2021, he has obtained his CFP® certification and quickly made his mark on the firm, becoming the top-producing advisor for the LPL Investor Focused Solutions premier advice team. His work helped expand the team from 7 advisors to over 100 in just three years' time, eventually managing several billion in invested assets for the firm.
Ben is passionate about building trust and lasting relationships with his clients. He listens attentively, educates thoroughly, and strives to connect his clients with the products and services that best address their long-term goals.
Now based out of the Focused Wealth office near Quail Hollow/Ballantyne, Ben has called the Charlotte area home for nearly a decade. He attended Davidson College, where he played college football and obtained his bachelor's degree in Economics. During his free time, Ben enjoys coaching, playing, and watching sports at all levels, from youth to professional leagues.