Benjamin M. Coppock

As an Associate Financial Advisor, Ben partners with Senior Financial Advisors to manage and develop client relationships and accounts. He prepares, presents, and tracks progress on financial plans, all while ensuring adherence to compliance and client service at A Higher Standard. Ben further supports both clients and advisors by executing account actions in addition to planning, due diligence, and investment-related tasks.

Experience:

• Financial Professional, Equitable Advisors
• Research Assistant, University of Texas-Austin, Salem Center for Policy
• Senior Manufacturing Engineer, Infineon Technologies

Education/Certifications:

• University of Texas-Austin, B.S. Economics
• Series 7, 66 licenses