Benjamin Couture

Benjamin “Ben” Couture, a Certified Investment Management Analyst® and Accredited Portfolio Management Advisor®, is a Wealth Management Associate and Paraplanner with Holistic Wealth Advisors. In his role, Ben collaborates with advisors to create and implement financial plans, review investment strategies, and maintain strong relationships with clients through ongoing service and support.

Ben holds his Series 7, Series 66, and New York State Life, Accident, and Health Insurance licenses. Prior to joining Holistic Wealth Advisors, he worked as both an Investment Operations Associate and a Financial Planning Analyst, where he gained experience executing live market trades, preparing asset allocation reports and investment proposals, and managing account maintenance projects.

A local to the New York Capital Region, Ben grew up in Guilderland before migrating down south to earn his Bachelor of Science in Business Administration from the University of South Carolina’s Darla Moore School of Business. Outside of work, Ben enjoys watching soccer and playing golf at his local golf club.  You can also find him exploring new restaurants and spending time with family and friends on the weekend.