BEN NORWOOD

Partner

Ben is known for being our great communicator. In a complicated and sometimes difficult-to-navigate industry, he’s able to simplify and bring focus to just about anything for our staff and clients. He dedicates some of his free time to serving as a board member of Upstate Senior Living, Inc. He is also a member of the Finance and Investment Committee of the Community Foundation of Greenville and a member of the Investment Committee for the Montreat Conference Center. When he’s not working, Ben loves to read, travel, play golf and ski.

A Greenville native, Ben started his career in the financial services industry in 1987. In 1997, he partnered with Bob Nachman in a collaboration that became one of the largest Registered Investment Advisors in South Carolina. Ben has a gift for being able to see the big picture of any client’s financial goals and explaining what it takes to reach them.

Education:
Bachelor of Science, University of South Carolina

Certifications:
Certified Private Wealth Advisor™ Professional

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