Carlos Benavidez, AWMA, ABI


Carlos has been in the financial and business arena since 2006. Carlos holds a Bachelor of Science degree in Business Administration from the University of Louisville. He is also an Accredited Wealth Management Advisor (AWMA) which is a designation for those that have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Carlos is an Accredited Business Intermediary (ABI) which is a designation for business brokers that meet the requirements of experience and education. Carlos brings many attributes from his prior service in the Kentucky Army National Guard. Being a veteran of the Armed Forces Carlos takes pride in the core leadership competencies and attributes that the military delivers on a daily basis.

When I'm away from the office, I love spending time with my most awesome wife Rachel and two spectacular young boys, Charlie and Beck.  Always keeping me on my toes!