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Our financial advice team


Ben Graff

Ben Graff

CFP®, APMA®

Private Wealth Advisor

Vice President
Inspired Capital
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Employee Stock Options
  • Small Business
  • Estate Planning Strategies
  • Saving for Education

Interests

I am a family man and love spending my time with my beautiful wife, Caroline, and our two wonderful kids, Audrey and Alex. We also have a dog named Bella. Having grown up in Michigan, I am a Detroit sports fan. I am an avid golfer and played college golf at Methodist University. I also really enjoy a good game of Texas Hold'em.

Awards & recognition

  • Ameriprise Circle of Success, 2014 - 2020
  • Ameriprise Client Experience Award, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 & 66 Licensed & Insurance Licensed

Education

  • Bachelor of Science, Business Administration, Methodist University, Fayetteville, NC
Newsletter

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Community participation

Volunteer for Habitat for Humanity.

Military Friendly®

The Food Bank of Central & Eastern NC

Pancreatic Cancer Action Network