Stephen Bene

Stephen Bene is a Retirement Income Planning Annuity & Investment Specialist at OneTeam Financial. Stephen has over 15 years of experience in the financial industry, providing total financial needs analysis with expertise in advisory services, retirement analysis and programs, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

Stephen started their career in the financial industry as a Team Lead at Six Flags New England. Stephen then transitioned to Mullins Center where they were an Operational Lead for three years before joining PNC Bank as a Vice President. Stephen spent four years at PNC Bank before moving to Bank of America Merrill Lynch, also as a Vice President. In 2014, they left Bank of America Merrill Lynch to become a Financial Advisor at MassMutual, where they worked for five years before joining Beneficial Wealth as a Partner and Wealth Advisor. Stephen Bene has been with OneTeam Financial since 2019.

Stephen Bene has a BBA in Business Management and Psychology from the Isenberg School of Management at UMass Amherst. Stephen is certified by The American College of Financial Services as a Certified Family Business Specialist and by the National Association of Certified Financial Fiduciaries as a Certified Financial Fiduciary. Stephen also holds FINRA Series 7, 66, and 79 securities licenses.

Stephen Bene reports to Dave Buckwald, CEO & Founder. They work with Greg Dillon - Managing Partner, Wealth Management & Retirement Income Planning, Steven L. Rich - Retirement Income Planning & Insurance Product Specialist, and Andrew Serzan - Managing Partner, Private Client & Executive Life Insurance.