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Ben Ingegneri, CLU®, ChFC®

Ben Ingegneri, CLU®, ChFC®

Vice President of Business Succession and Estate Planning

Ben is the Vice President of Business Succession and Estate Planning for Ivy Wealth Management. For the better part of 40 years Ben has taken a holistic approach to financial planning incorporating asset protection, retirement planning, and estate planning. As an advisor to business owners, Ben has  worked with a variety of professionals to assist with business valuations, succession planning and corporate buy-out opportunities.

In addition to his work with business owners, he works with families with special needs dependents, assisting them with long-term planning for their financial security.

Ben earned his Bachelors of Science in Business Administration from Bryant University. He holds the designations of Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®). He resides in South Kingstown, RI with his wife Rose Marie.

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