Profilo
Mr. Benjamin D.
Hicks is a Wealth Advisor at Soundmark Wealth Management LLC.
He is with over 10-year career in the banking industry, with a focus on high net-worth commercial and private banking clients, helped pave his way into the world of financial planning.
At Soundmark, he integrates his experience in risk management and cash flow solutions with a broader desire to address all dimensions of financial planning with Soundmark clients.
His ability to build long-term relationships, combined with a desire to help clients attain their goals, has become his career passion.
Posizioni attive di Ben Hicks
| Società | Posizione | Inizio |
|---|---|---|
Soundmark Wealth Management LLC
 Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Gestore di Portafoglio-Azioni | - |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Finance |
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