Benjamin Dourte

Benjamin Dourte, CFP®, ChFC®, is a Senior Wealth Advisor at Vanguard's Personal Advisor Wealth Management group, bringing over twenty-five years of wealth management experience to clients with significant liquid assets. They specialize in retirement planning, philanthropy, and comprehensive financial strategies, utilizing a network of financial professionals to best serve clients' needs. Previously, Benjamin held positions at SEI Investments and Compass Ion Advisors, LLC, where they managed high net worth clients and provided tailored financial planning services. They graduated from Messiah College with a Bachelor’s degree in Business Administration and have earned both the Certified Financial Planner and Chartered Financial Consultant designations.