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Secret Trick of How the Ultra Rich Buy Real Estate
Manage episode 408107923 series 3561408
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Welcome to the Freedom Point Real Estate podcast! Today, Ben Semmes joins Drew McWilliams for a discussion on financing transactions, leveraging investment assets, managing risk strategies, and understanding SBLs and IRAs.
Want to learn more? Visit www.startingpointcapital.com
Benjamin (Ben) Semmes joined Morgan Stanley in June of 2022 after spending 9 years with Merrill Lynch Wealth Management. His focus is on providing a customized, goals-based planning approach for his clients that emphasizes the importance of risk management, tactical asset allocation, tax efficient strategies, and asset preservation. He is patient, informative, and transparent with his clients, firmly believing that a strong relationship with well-educated clients will foster the best investing decisions. Ben grew up in the DC area, on a 100-acre farm in Loudoun County in Virginia and now resides in Arlington. A dedicated Capitals fan, car aficionado and self-proclaimed foodie, Ben finds balance in his life through dedication to exercise, and can be found coaching and playing lacrosse, running with his black lab named Oshie or sweating it out at the local gym.
CONNECT WITH BEN SEMMES!
LinkedIn: https://www.linkedin.com/in/benjamin-semmes-cfp%C2%AE-cpfa-74906116/
CONNECT WITH DREW MCWILLIAMS!
Website: https://startingpointcapital.com/
LinkedIn: https://www.linkedin.com/in/drew-mcwilliams-cfe-3b041a5/
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