Broker Check

About Trudy

Trudy Benton

Owner/Financial Advisor

(863) 402-1700

(863) 402-2117

trudy.benton@lpl.com

Trudy Benton has a passion for helping her clients navigate the financial world and giving them a sense of confidence about their own financial situations. Trudy has been practicing investment management since 1999 and is the president and financial advisor of Benton Wealth Management, LLC. Formerly the Vice President of SunTrust Investment Services, she was a financial advisor for Highlands County for 14 years. She is a graduate of Webber International University holding a BS in Accounting and a Master Degree in Business Administration. She also received the Chartered Retirement Planning Counselor (CRPC) designation from the College of Financial Planning. Trudy is a registered representative with LPL Financial. Trudy maintains continuing education standards required to maintain her credentials for her life insurance license and securities registrations. Her financial advisory practice emphasizes a tailored investment management approach for each client utilizing various forms of securities and insurance products to help address her client's short term to long term financial goals.

Trudy enjoys participating in triathlons and running marathons in her spare time. She can often be found at the baseball field with her husband Bill where they will be watching their son Brad run the bases.

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