Joey Benson, MBA
Wealth Advisor
Joey helps clients live their one best financial life by creating specialized financial plans that seek to understand the client’s unique circumstances, identify the client’s priorities and goals, and implement tailored investment solutions to not only help achieve those goals, but to also give clients peace of mind.
Joey is a graduate of the George Washington University in Washington, D.C. where he graduated magna cum laude and earned his Master’s of Business Administration in International Business, as well as his Investment Analysis and Portfolio Management Certificate. While in D.C., Joey also worked for an IT and Management Consulting Firm where he focused on client optimization within the financial services sector. Joey is also a graduate of Clemson University, where he studied both business and sociology.
Outside of the office, Joey enjoys traveling with his wife, Asheton, attending Clemson football games, and playing with his golden retriever.
Check the background of this investment professional on FINRA’s BrokerCheck.
Advisory services offered by United Capital Financial Advisors, LLC (“United Capital”), an investment advisor registered with the SEC. Securities offered through Lion Street Financial, LLC (“LSF”), member FINRA / SIPC. LSF is under separate ownership from, and unaffiliated with, United Capital. LSF does not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. Lion Street Financial
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