Ben Utley, CFP®

Ben Utley, CFP®

Vice President, Financial Advisor

Office: (571) 385-2805
Fax: (571) 385-2828
E-mail:
 

Ben Utley, Financial Advisor, Vice President of the Sullender Utley Financial Group, LLC affiliated with Steward Partners. With a Bachelor of Science in Economics and a minor in Finance from the prestigious Pennsylvania State University's Smeal College of Business, Ben brings a strong foundation of knowledge to our team.

Before joining us, Ben honed his skills in project management at Baker DC, LLC, where he expertly managed budgets for various commercial construction projects. In 2023, he achieved the highly esteemed CFP® designation, showcasing his dedication to excellence in financial planning and advising.

At Sullender Utley Financial Group, Ben's practice is founded on a profound commitment to helping his clients thrive by developing and implementing tailored financial plans and strategies that align with their unique goals and aspirations. Ben has gained wisdom and insight showcasing wisdom beyond his years, shaped by his experiences doing planning for both Joe and John. Being part of John's legacy provides an immediate focus on planning, recognizing the substantial benefits and the profound impact we can continue to make.

Beyond his professional endeavors, Ben knows how to enjoy life. When he's not in the office, you can find him hitting the slopes for some thrilling snowboarding adventures. He also has a passion for exploring new places through travel and cherishing special moments with his wife Monica and beloved dog, Dozer.

Together, we look forward to building a brighter financial future for you, one that brings fulfillment and prosperity.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck