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Wealth Manager

Benjamin Carr

Benjamin first became interested in wealth management after a neighbor gifted him funds as a high school graduation gift with the condition that he must invest them. His eyes were opened to the interconnected decisions that go beyond simple return on investment. This sparked his desire to explore deeper into the world of financial planning, eventually translating to a career in the field and goal of helping others make informed decisions. Benjamin holds a BBA in Marketing from the University of Mary Hardin-Baylor and, prior to coming to Cadent Capital, worked at a large industry-leading practice where he served clients country-wide for several years. 

In his free time, Benjamin enjoys playing golf, doing outdoor activities, and being a home chef and amateur BBQ pitmaster. He also enjoys reading and is currently pursuing his Amateur Extra Class HAM Radio license. He is married and has three daughters who he loves spending time with, including going to church together. 

Credentials & Specializations:

  • CFP® – CERTIFIED FINANCIAL PLANNER®
  • Series 7, 63, 66, 25 & 6 licenses
  • General Lines Insurance License
  • Background in insurance, including life, long-term care, and annuity contracts (experienced in both writing and managing)
  • Income optimization, asset protection, and legacy planning
  • Tax planning and optimization strategies

Disclosures: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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Links to external content or websites, if provided, are for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website users and/or members.

Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC, marketed as Cadent Capital, LLC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Cadent Capital, LLC is seperately owned and operated and not indepedently registered as a broker-dealer or investment adviser.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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