BEN GREENMAN
CLIENT RELATIONSHIP MANAGER & FINANCIAL ADVISOR
Ben joined CORE Wealth Advisors upon graduating from Florida Southern College in 2023 with a bachelor’s degree in business administration and finance, where he was president of the business fraternity Delta Sigma Pi. He found his place at CORE after a networking event led to a pivotal game of golf with company president Chuck Foss. This connection eventually resulted in Ben earning his role as Client Relationship Manager.
In this role, Ben works alongside CORE advisors and clients to facilitate communication, provide individualized client care, and support the team of advisors. Characterized by a desire to learn and an innate sense of coming together for a shared purpose, Ben is poised to thrive in the environment cultivated by CORE.
“I love the team atmosphere,” Ben states emphatically. “I don’t know any other organization that has all the advisors come together and collaborate on a financial plan.”
While Ben’s feet are firmly planted in Lakeland, his travels have taken him on many adventures, including 16 summers at an outdoor camp on Lake Michigan and a semester abroad in Switzerland with visits to nine other European countries, including Spain. In fact, Barcelona made such an impression on him that he named his dog after the seaside city. Other trips of note include traveling through Iceland, canoeing the Spanish River in Canada, and going on safari in Kenya.
However, Ben’s adventurous heart always seems to lead back to the community he has built in Lakeland and the firm foundation he is laying at CORE. Ben states, “My biggest goal is to become an advisor. My mom is an advisor. I just passed the Series 65 exam, and while I am still learning, I get to work as a Client Relationship Manager.”