BENJAMIN MCEVOY
BENJAMIN MCEVOY
About Me
Ben is a Financial Advisor with six years of experience currently serving the Wausau, Rib Mountain, Kronenwetter and Mosinee markets. Whether his clients are saving for retirement, their children's or grandchildren's college fund, or preparing to retire, Ben helps clients determine specific investment directions to help keep them on track for pursuing their financial goals.
Prior to joining the BMO Investment Services team, Ben earned a Bachelor of Science in Business Administration from Northwestern College. Ben holds securities licenses 7 and 66, held through LPL Financial along with his life, health, annuity and variable contracts insurance licenses.
Ben stays active in his community as a current board member for The Move Project. Ben is married with five children and resides in Wausau. In his free time Ben enjoys philanthropy, sports, and traveling with his family.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management