Ben Duckett, CFP®

Critic
DISC Type : C

Financial Advisor at Morgan Stanley

Los Angeles Metropolitan Area, United States

Overview

Ben Duckett is a CERTIFIED FINANCIAL PLANNER™ and Institutional Consultant at Morgan Stanleys Graystone Consulting. An award-winning advisor recognized by Forbes and NAPA, he specializes in corporate retirement plans and fiduciary management. He holds a degree from San Francisco State University and served in both the U. S. Army and Air Force.

Outside of work, Ben is a family man who resides in Northridge with his wife, Danielle, their son, Lincoln, and their dog. He is an aviation enthusiast, holding a private pilot license, and enjoys spending time hiking with his family.

He served as a Combat Search and Rescue HH-60 Helicopter Crew Chief in the Air Force and as a Helicopter Mechanic in the Army.

Personality Overview

Critic

Objective Thinker

ROI Driven

It is very likely that they will negotiate pricing or other important terms.  They like to take decisions independently and do not seek others' support often. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

Corporate Retirement Plans
He consults on 401(k) and corporate retirement plans, helping businesses manage fiduciary relationships and plan costs.
Financial Wellness
As a Financial Wellness Director, he is passionate about improving financial education, a drive that began during his military service.
Aviation
His background as a helicopter crew chief and mechanic, along with holding a private pilot license, shows a deep passion for aviation.

Media Appearances

Ben has no verified media appearances

Work History

12-2012
Financial Advisor at Morgan Stanley
12-2010 - 12-2016
HH-60 Helicopter Crew Chief at United States Air Force

Education

2010 - 2011
Helicopter Mechanic from United States Army Aviation Logistics School
2007 - 2011
Bachelor of Business Administration (B.B.A.) from San Francisco State University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Los Angeles Metropolitan Area, United States Job Level : N/A Designation : Financial Advisor at Morgan Stanley
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Insights For Selling To Ben

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be formal and objective, they will appreciate it more
  • Tell them what ROI they can expect

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Do not use very emotional or colorful language
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ben is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Ben

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Ben move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Ben take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Ben

Personality Compatibility


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