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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b•••••••@investor.vanguard.com
Phone
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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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