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Team

Ben Petell

Associate Advisor

Collaborative and authentic. Innovating forward-thinking solutions for our clients. Lover of Golf.

Ben Petell, Associate Financial Advisor: A man with short brown hair and a beard wearing a blue shirt. Working on his computer sitting on a couch. Strategic Advisor Team bio page headshot.

Dedicated to a personal client experience.

Ben is a graduate of St. John Fisher University where he studied Finance with a concentration in Financial Planning. Ben began his professional career as an intern at local accounting firm where he engaged in filing individual tax returns and accounting for local businesses. In his senior year at Fisher, Ben was introduced to the Strategic Team. After four years in Rochester, Ben has returned to his hometown of New Hartford where he aspires to make an impact on the community.

Education
  • Bachelor of Science, Finance, St. John Fisher University

Beneath the Surface

Claim to Fame

Known to bake a mean loaf of bread.
Enjoys

Exploring the Adirondacks, fishing, and teaching my friends how to golf. Ben also has a passion for cooking and is a known ‘foodie.’
Family

Ben lives with his girlfriend Brianna and their spoiled dog, Dixie.

The most rewarding things you do in life are often the ones that look like they cannot be done.

Arnold Palmer