Benjamin M. Durham

Benjamin M. Durham is Partner and Director of Financial Planning at Valen Private Capital, where he leads the firm’s financial planning work. He joined Valen alongside the firm’s founder, his father, John P. Durham, and works with clients to organize, evaluate, and implement planning strategies across retirement, estate, insurance, benefits, cash flow, and long-term wealth transfer objectives.

Before joining Valen, Ben spent four years at Merrill Lynch Wealth Management in New York, based at One Bryant Park, where he served as a relationship manager and team financial planner on a private-client team advising approximately $3 billion in client assets for high-net-worth and ultra-high-net-worth families. Earlier in his career, he built a practice at Equitable Advisors focused on insurance, annuities, and alternative investment solutions. He later joined Lenox Advisors, where he worked with Fortune 500 executives on benefits, estate, and retirement planning.

Ben earned his B.A. in Economics from Wake Forest University and holds Series 7 and Series 66 registrations, as well as Life, Accident, and Health insurance licenses. He has completed the education requirement to sit for the CFP® Certification Examination and is a CFP® certification candidate.

Outside of work, Ben enjoys tennis, golf, Formula 1, the NFL, and the NBA.