![Ben Hicks](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Mr. Benjamin D.
Hicks is a Wealth Advisor at Soundmark Wealth Management LLC.
He is with over 10-year career in the banking industry, with a focus on high net-worth commercial and private banking clients, helped pave his way into the world of financial planning.
At Soundmark, he integrates his experience in risk management and cash flow solutions with a broader desire to address all dimensions of financial planning with Soundmark clients.
His ability to build long-term relationships, combined with a desire to help clients attain their goals, has become his career passion.
Ben Hicks active positions
Companies | Position | Start |
---|---|---|
Soundmark Wealth Management LLC
![]() Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Portfolio Manager-Equities | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
---|---|
Soundmark Wealth Management LLC
![]() Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Finance |
- Stock Market
- Insiders
- Ben Hicks