Partner & Chief Compliance Officer
Ben joined the firm in 2004, and became Partner and Chief Compliance Officer with the formation of Bruton Chisnell Advisors in 2018.
Ben is specialized in serving individual clients for financial advisory needs, with a special expertise in retirement distribution planning to help clients reach their retirement goals while managing tax and other legal implications. In addition, Ben is focused on providing compliance oversight and guidance for the firm, which includes ensuring that all advisory-related items comply with industry best practices and SEC requirements.
Ben’s education credentials include a B.A. in Political Science with a Minor in History from Washington & Jefferson College. Ben is one of approximately 400 elite advisors in the nation specialized in retirement distribution planning through the Ed Slott’s Master Elite IRA Advisors GroupSM program. Additionally, he holds his FINRA securities and principal registrations, and state insurance licenses.
Ben’s industry involvement includes leading and facilitating numerous professional continuing education sessions sponsored by Bruton Chisnell Advisors and Ed Slott & Company. In addition, Ben leads local client education seminars on special topics, such as making the most of RMD’s (required minimum distributions), and gifting appreciative stock to charity.
Ben resides in Downingtown, Pennsylvania with his wife, daughter and son. He is extremely active in the local community, volunteering and serving on various boards and committees over the years. Currently, he serves as a board member and President of the Simpson Meadows Community Advisory Council, and board member and Vice Chair of the Simpson Services Foundation.« Back to Financial Advisor Team