Ben Batiste*
Marine & Army Veteran /
Financial Services Professional

Ben Batiste is a proud veteran of both the United States Marine Corps and the United States Army, bringing a mission-first mindset and years of service-driven experience to his work as a financial services professional. With a deep understanding of the unique financial challenges facing service members, Ben specializes in helping active-duty military personnel, veterans, and their families build long-term financial security, minimize taxes, and protect what they’ve earned.

Ben's approach centers on education, clarity, and support. He works closely with each client to guide them through a clear and intentional process that includes:

Financial Needs Assessments – Establishing a clear understanding of where you are today and where you want to go.

Protection Strategies – Safeguarding income, loved ones, and long-term goals from life’s uncertainties.

Tax Diversification Guidance – Structuring assets for greater flexibility and reduced tax exposure.

Wealth Building & Legacy Planning – Growing financial resources with intention and purpose.

Retirement Preparation – Designing personalized retirement strategies for lifelong financial independence.

Military-Specific Financial Guidance – Helping with navigating PCS transitions, military pensions, and VA benefits with confidence.


Ben is supported by New York Life, one of the most respected financial institutions in the country, backed by more than 180 years of stability and trust. As a Financial Services Professional, Ben offers a wide array of tailored solutions designed to fit each client’s unique journey.


From young families focused on education funding, individuals preparing for deployment, or veterans transitioning to civilian life, Ben ensures every client receives personalized attention and solutions that align with their values and goals. He recently helped a military family with two young children create a long-term wealth strategy, implement a tax-efficient college savings strategy, and establish strong protections during deployment, all with peace of mind at the center.


Why Clients Work With Ben:

Education-First Approach — Understand every option before making a decision

Tailored Solutions — Built around each client’s goals and circumstances

Veteran Commitment — Discipline, loyalty, and service in every relationship


Outside of work, Ben is deeply involved in community service and veteran advocacy, and he values quality time with his family. He believes financial guidance should go beyond numbers, it should bring clarity, purpose, and peace of mind.