Ben Smith

Senior Vice President, Retirement Plan Consulting

Ben Smith

AIF®

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About

With more than 20 years of experience in the investment industry, Ben’s professional background includes extensive work on 401(k) retirement plans, investment management for pension portfolios and advisory support to non-qualified plans. Ben received a B.S. degree in business administration with a specialty in finance from the University of Tennessee. He holds his Series 7 (General Securities) and Series 66 (Investment Advisor Representative) and is registered with Resources Investment Advisors, LLC and Triad Advisors, LLC. Ben holds the AIF® Designation from the Center for Fiduciary Studies, certifying specialized knowledge of fiduciary standards of care and their application to the investment management process.

 

Investment advice offered through OneDigital Investment Advisors LLC (“ODIA”).

This individual is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc., member FINRA & SIPC. 130 Springside Drive, Suite 300, Akron, Ohio 44333. 800-765-5201. Valmark Securities, Inc. and ODIA are independent and unaffiliated entities.
Check the background of this investment professional on FINRA’s BrokerCheck.
OneDigital Investment Advisors LLC’s Client Relationship Summary: Form CRS
Valmark Securities Inc.’s Client Relationship Summary: Form CRS