Our Team

Ben Caruso

Wealth Advisor

As a Senior Wealth Advisor at LPL Financial, I partner with clients to create personalized wealth strategies and customized investment portfolios that align with their life priorities and goals. I have been in the financial services industry for over 21 years, and an Accredited Asset Management Specialist ™ (AAMS®) for two years.

My mission is to help clients navigate the changes and challenges of life with confidence and clarity, while staying focused on what matters most to them. I specialize in holistic planning, which encompasses retirement, annuities, financing, and other aspects of financial well-being. I also have a passion for serving the community, especially through youth and children’s programs.

Ready To Talk About Your Future?

Let's work up a plan.