Benjamin T. Dolan, CFP®
PRESIDENT AND FOUNDER
Ben is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association (FPA). After receiving his Bachelor’s and Master’s degrees from the University of Dayton, Ben moved to Chicago to begin a career in financial services with LaSalle Bank (now Bank of America Merrill Lynch). In 2011, he moved to Charlotte, North Carolina to serve high-net-worth families as Vice President of Treasury Solutions with Bank of America Merrill Lynch, U.S. Trust.
In 2013, Ben completed the College for Financial Planning CERTIFIED FINANCIAL PLANNER™ professional education program and passed the CERTIFIED FINANCIAL PLANNER™ examination. He is an Investment Advisor Representative in the state of North Carolina and holds a Series 65 License.
Ben supports multiple charities and is President of the Board of Directors for MiraVia (formerly Room at The Inn). His interests include Dayton Flyer Basketball, Notre Dame Football, reading, and traveling.
His greatest accomplishment to date is his marriage to his wife, Alexa, and the opportunity to raise his five children.