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Benjamin Asseff, Financial Advisor

FINANCIAL ADVISOR
Benjamin C Asseff

CFP®, ChFC®, AAMS™
The Fountains, 8133 Ardrey Kell Rd Ste 105, Charlotte, NC 28277opens in a new window
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies

About Benjamin

I am a Financial Advisor that serves individual investors in Charlotte, North Carolina, by focusing on understanding their unique goals and needs. By delivering personalized planning and investment advice to help clients achieve their serious, long-term financial objectives and improve their overall financial wellness.

Since joining Edward Jones in 2012, I have helped clients navigate their financial journeys with a tailored approach, emphasizing trust, transparency, and thoughtful planning. I have been dedicated to client care and service and was recognized in 2020 when I was honored with the Spirit of Caring award. In 2025, I was named general partner and regional...

Work History

  • Edward JonesFebruary 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of NC-Chapel HillBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Golfing
  • Football
  • Movies & Entertainment

Team Members

  • Donna O'Kane
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(704) 708-4515

Fax

(800) 336-2117

Office Address

The Fountains
8133 Ardrey Kell Rd Ste 105
Charlotte, NC 28277opens in a new window

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