Benjamin Conner, CF2

About Benjamin Conner

Ben started out in the commercial real estate valuation world analyzing and forecasting income and expenses for large commercial investment properties and transitioned into the financial world in 2015 with a desire to protect client’s investments from financial catastrophe. To date, Ben has helped clients shelter tens of millions in assets from unexpected market events that can negatively affect and even devastate portfolios, especially in retirement. Ben has three main areas of focus, he utilizes proprietary and industry leading wealth protection strategies to be sure that if the market corrects or crashes, that his client’s portfolios are minimally affected, he helps ensure that his clients don’t run out of money during retirement, and he also works to help clients create tax advantaged legacy plans so that they can still have a positive effect on their loved ones and/or causes dear to them even after they have passed. 
 
Ben lives with his wife Whitney, his two daughters Greer and Graylynn, and their lab Beau in North Myrtle Beach, SC. When he is not helping clients, he enjoys spending time with his family on the water or on the golf cart, watching the Tar Heels play basketball, fishing, hunting, coaching his daughter’s soccer team, hiking in the mountains and attempting to stay in shape. He is originally from Lexington, NC and has lived in North Myrtle Beach since 2011.