Verified recordFinancial Services

Benjamin M. Dourte

Senior Financial Advisor at Vanguard

Based in Philadelphia, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Philadelphia

Industry

Financial Services

Company size

26K

Contact information

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Email

1 credit

b•••••••@investor.vanguard.com

Phone

5 credits

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Background

About Benjamin M. Dourte

Ben brings over twenty years of wealth management experience to Vanguard. Prior to joining Vanguard Personal Advisor Services®, he provided financial planning and advisory services to wealthy individuals and families for a financial advisory firm in the Philadelphia suburbs. In previous roles, he worked with financial advisors across the country to design and build globally diversified investment portfolios for their high net worth clients. Ben graduated from Messiah College in Grantham, PA with a Bachelor’s degree in Business Administration. He has achieved both the Certified Financial Planner (CFP®) and the Chartered Financial Consultant (ChFC®) designations. Specialties- Comprehensive Financial Planning - Portfolio Design - Wealth Management - Legacy Planning - Other Related Services

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