The Team

  • Philip Benson has over 30 years of experience taking care of clients. He began pursuing his passion for investing in 1994 and became a Registered Representative in 2000. After achieving his Merrill Lynch Certified Financial Manager credential, he went on to establish Philip Benson Financial Services as a Registered Investment Advisor with fiduciary responsibility in 2003. He is an active member of the Financial Planning Association and enjoys spending his leisure time dancing Argentine tango.

 

 
  • Jenna Reynolds has provided client service and support in the investment advising industry since 2006, cultivating outstanding customer service and operational management skills while building strong and lasting relationships. Jenna is originally from Kansas, relocating to North Carolina in 2010, where she currently lives with her husband Chris. Jenna uses her strong analytic and problem solving skills to find the most efficient and effective ways to solve problems. She happily joined Philip Benson Financial Services in March of 2015.
 
  • Nate Eddinger, CFP® has enjoyed a productive collaborative relationship with Philip since 2008, and continues to contribute his skills and expertise as an administrator for client services. He has also served on the Board of Directors of the Financial Planning Association of San Francisco.
 

 


Philip, Jenna, and Nate bring a unique ability to inquire into and comprehend each individual’s circumstances. Their synergy creates insightful and effective solutions, guiding each client toward attaining their goals. They bring an uncompromising ethical approach to all aspects of their profession.