Benjamin Farish, JD, CFP®, AEP® in

Benjamin Farish, JD, CFP®, AEP®

Critic · DISC type C
Chief Operating Officer at Heirloom Advisors
📍 Raleigh, North Carolina, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
14 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
Raleigh, North Carolina, United States
Personality Overview

How Benjamin shows up

Precise
Negotiator
Critic

They are quite likely to negotiate on pricing or other key terms. They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often.

Priorities

Topics Benjamin cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2014
Chief Operating Officer
Heirloom Advisors
6-2012 - 10-2014
Solo Practitioner/Contract Attorney
The Farish Law Firm
6-2012 - 10-2014
Quality Control
Synergy Legal Staffing
4-2013 - 7-2013
Volunteer Mediator
Carolina Dispute Settlement Services
10-2011 - 5-2012
Financial Representative
Northwestern Mutual
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2006 - 2009
Juris Doctorate
St. Mary's University School of Law
2002 - 2006
Bachelor of Science
Appalachian State University
1999 - 2002
Education details unavailable
Rocky Mount Senoir High
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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