Specialties
About Me
Ben is a native of the Houston area and resides and operates out of The Woodlands, TX, serving clients both locally and across the country.
After success as NCAA student athlete, Ben started his financial services career in 2009. For over 15 years, Ben has been blessed with the privilege and responsibility of guiding successful families and business owners in making wise financial decisions. Through a holistic planning process, we help people identify their best financial opportunities and help plug leaks where money is unnecessarily disappearing to the tax system. We have a dedicated staff that our clients absolutely love and we value strong relationships. Ben values lifelong education and continues to pursue professional designations to help him be better equipped to serve a wide range of client needs. Ben is a member of the Houston Business and Estate Council and holds his FINRA Series 7, 66, 6, and 63 licenses, as well as a life & health license in many states. Ben has been a top level producer within the New York Life family of companies for many consecutive years.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CLU, CLTC, LUTCF
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Benjamin T. Brockman is a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the state(s)s of TX, PA, NC, GA, FL, LA. VA, MA, MS, OK, & TN. As such, these services are strictly intended for individuals residing in these states. Benjamin T. Brockman is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. Neither Brockman and Associates, NYLIFE Securities LLC and its affiliates, nor its representatives, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Brockman and Associates is not owned or operated by New York Life Insurance Company/Eagle Strategies LLC/NYLIFE Securities LLC or its affiliates.