Benjamin Dolan

last updated 11/26/2017

Benjamin T. Dolan

President and Founder at DOLAN CAPITAL ADVISORS INC

Location:
13850 Ballantyne Corporate Place Suite 500, Charlotte, North Carolina, United States
HQ Phone:
(704) 887-4969

General Information

Experience

Co-Founder, Principal - Blend Design and Communications, LLC

Vice President of Treasury Solutions - U.S. Trust Corporation

Vice President, Treasury Solutions Officer - Bank of America, US Trust

Education

bachelor's DegreeUniversity of Dayton

master's degreeUniversity of Dayton

Affiliations

Board Member - MiraVia Inc

Member - Financial Planning Association

Financial Advisor - DAVIDSON CAPITAL CORPORATION

Member - Ballantyne Rotary Club

Recent News  

Team - DOLAN CAPITAL ADVISORS, INC.

Benjamin T. Dolan, CFP®
Benjamin T. Dolan is President and Founder of Dolan Capital Advisors, Inc. Ben is a Certified Financial Planner™ professional and a member of the Financial Planning Association (FPA). He received his bachelor's and master's degrees from the University of Dayton, and began his financial services career in 2005 in Chicago with LaSalle Bank (now Bank of America Merrill Lynch). There, Ben served middle market and business capital clients as a Treasury Solutions Analyst. In 2011, Ben moved to Charlotte, N.C., where he transitioned to Vice President of Treasury Solutions with Bank of America Merrill Lynch, US Trust, consulting high-net-worth individuals and corporations. In 2013 Ben completed the College for Financial Planning Certified Financial Planner™ professional education program and passed the Certified Financial Planner™ examination. He is an Investment Advisor Representative in the state of NC and holds a Series 65 License. Ben serves on the St. Vincent DePaul Parish Finance Council, and assists Sara's YMCA as a volunteer committee member. He supports multiple charities and is a board member of MiraVia (formerly Room at The Inn). His interests include Dayton Flyer Basketball, Notre Dame Football, reading, and traveling. His greatest accomplishment to date is his marriage to his wife, Alexa, and the opportunity to raise his four children, Benjamin, Annaliese, Elisabeth and Gabriel.

Read More
Team - DOLAN CAPITAL ADVISORS, INC.

Benjamin T. Dolan, CFP®
Benjamin T. Dolan is President and Founder of Dolan Capital Advisors, Inc. Ben is a Certified Financial Planner™ professional and a member of the Financial Planning Association (FPA). He received his bachelor's and master's degrees from the University of Dayton, and began his financial services career in 2005 in Chicago with LaSalle Bank (now Bank of America Merrill Lynch). There, Ben served middle market and business capital clients as a Treasury Solutions Analyst. In 2011, Ben moved to Charlotte, N.C., where he transitioned to Vice President of Treasury Solutions with Bank of America Merrill Lynch, US Trust, consulting high-net-worth individuals and corporations. In 2013 Ben completed the College for Financial Planning Certified Financial Planner™ professional education program and passed the Certified Financial Planner™ examination. He is an Investment Advisor Representative in the state of NC and holds a Series 65 License. Ben is a member of the Ballantyne Rotary Club, serves on the St. Vincent DePaul Parish Finance Council, and assists Sara's YMCA as a volunteer committee member. He supports multiple charities and is a board member of MiraVia (formerly Room at The Inn). His interests include Dayton Flyer Basketball, Notre Dame Football, reading, and traveling. His greatest accomplishment to date is his marriage to his wife, Alexa, and the opportunity to raise his three children, Benjamin, Annaliese and Elisabeth.

Read More
http://www.dolanca.com/team.html

Benjamin T. Dolan, CFP®
Benjamin T. Dolan is President and Founder of Dolan Capital Advisors, Inc. Ben is a Certified Financial Planner™ professional and a member of the Financial Planning Association (FPA). He received his bachelor's and master's degrees from the University of Dayton, and began his financial services career in 2005 in Chicago with LaSalle Bank (now Bank of America Merrill Lynch). There, Ben served middle market and business capital clients as a Treasury Solutions Analyst. In 2011, Ben moved to Charlotte, N.C., where he transitioned to Vice President of Treasury Solutions with Bank of America Merrill Lynch, US Trust, consulting high-net-worth individuals and corporations. In 2013 Ben completed the College for Financial Planning Certified Financial Planner™ professional education program and passed the Certified Financial Planner™ examination. He is an Investment Advisor Representative in the state of NC and holds a Series 65 License. Ben is a member of the Ballantyne Rotary Club, serves on the St. Vincent DePaul Parish Finance Council, and assists Sara's YMCA as a volunteer committee member. He supports multiple charities and is a board member of MiraVia (formerly Room at The Inn). His interests include Dayton Flyer Basketball, Notre Dame Football, reading, and traveling. His greatest accomplishment to date is his marriage to his wife, Alexa, and the opportunity to raise his three children, Benjamin, Annaliese and Elisabeth.

Read More

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