Ben Felicelli

Investment Philosophy

Investing is not an art; it is a science born of considerable research and historical analysis measured over a long period of time. Making money is not easy and neither is investing. Everything in our environment conspires against us to make poor decisions–to buy when things are going well and prices are high and to sell when things are going poorly and prices are lower. The key is to keep your emotions in check and resist making decisions based on emotion. If you are disciplined and do your homework, you can become a successful investor.

Business Philosophy

As a financial professional, I focus on helping individuals and families plan for income, growth, inflation, and wealth preservation. My clients are not only concerned about losing capital but outliving it. My investment process is a combination of life strategy/goal based financial planning where the emphasis is placed on my client’s position in life and his or her specific financial goals. I help clients develop a written, comprehensive investment and financial plan, which serves as a blueprint for their financial future. I help develop investment strategies tailored to each client’s unique circumstances. We then spend the duration of our relationship monitoring the progress of his or her investments against specific needs and goals, not the stock market. My clients are committed to having a long-term focus. I believe real permanent losses are often created by people, rarely investments.

About

• Resident of NJ since 1983 and graduate of Marlboro High School
• Graduate of Richard Stockton College with a degree in Business Finance
• Experience in the Financial Services industry since 1999; from 1999-2009 held positions at Smith Barney including Financial Advisor, Second VP of Wealth Management, and Financial Planning Specialist at Smith Barney gaining vast experience in asset management
• Joined AXA Advisors in 2010
• Member of the Equitable Advisors Hall of Fame; Equitable Advisors Order of the Excalibur
• Hold FINRA Series 6, 7, 63, 65; Life & Health Licensed; licensed to serve clients in NJ, NY, PA, FL, NC, SC, VA, MA, MD, CT, DE, ME, NH, NV and CA (Insurance License #0K61406)
• Retirement Planning Specialist title awarded by Equitable Advisors based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania
• Resides in Jackson, NJ with wife, Lisa, and our 2 sons