Ben Nicol

With more than 15 years of experience in financial planning and investment management, Ben has the accumulated knowledge and perspective to help you with your financial goals. Ben understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Ben will be with you every step of the way, offering sound advice and customized financial strategies designed specifically for you. Ben endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process accounts for your investing experience, expectations for returns, risk tolerance and the performance of your portfolio.

Based on what he learns about you, your goals and an analysis of the current financial markets, Ben designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations, and, once you are comfortable with your new plan, Ben puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.

Ben began his career in financial services in 2006 and previously spent 12 years with First Tennessee. Today, Ben provides financial and estate planning through the use of equities, fixed income securities, managed money, 529 education savings plans and more through Raymond James.

A native of Memphis, Tennessee, Ben resides in Collierville. He is a member of Germantown United Methodist Church and is on the Board of Foster Village Memphis. Away from the office, Ben also enjoys coaching baseball, golfing and spending time outdoors with his wife and two children.