Your Team

Benjamin Wasson, CFP®, MBA

Relationship Manager

From an early age, Ben always knew he wanted to pursue a career in financial planning. He is extremely passionate about helping people, preparing for the future, and creating long-lasting relationships.

Despite growing up in Pittsburgh, Florida always held a special place in Ben’s heart. After graduating from University of Tampa and becoming a CERTIFIED FINANCIAL PLANNER™ Professional, Ben spent the beginning of his career helping companies and their employees implement financial wellness strategies around their group retirement plans.

Outside of work, Ben enjoys golfing, working out on Bayshore Blvd., and trying the best food spots around the Tampa Bay Area. You can find him hanging out with his twin brothers, Connor and Cole, or spending quality time with his girlfriend, Corinne, and their dog, Oliver.

Office: 813-816-2047