Benjamin J. Zimbel joined Concord Wealth Management in 2015 as an Advisor, having previously worked with McAdam Financially Advanced, where he served on the Advisory Council and was honored with a Gold Team Award* for achieving top producer status in 2013. Ben also worked for Voya Financial (formally known as ING).
Ben graduated from the Dickinson College in Carlisle, PA, with B.A.Sc. degrees in International Business & Management and Psychology. He holds licenses in Life, Accident & Health Insurance, as well as his Series 6 and 63. Ben is passionate about helping individuals and businesses achieve their financial goals.
When he is not creating financial strategies for his clients, Ben enjoys a variety of outdoor sports including trail running, mountain biking and back country skiing. He has also served on the board of directors for the Esplanade Association in Boston since 2012.
Interested in learning how I can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and I will get in touch with you shortly.
*The requirements of winning the Gold Team Award, while at McAdam Financially Advanced, does not evaluate the quality of services provided and is not indicative of the applicant’s future performance.