David G. Benedict

AIF, ChFC, CLU, CFBS

David has spent over forty years in the financial services industry, providing guidance to both individual and corporate clients. As part of the Retirement Plan Consulting group at Beltz Ianni, David focuses his attention on new plan acquisition and providing relationship oversight to his clients.

David has enjoyed a career providing a path for his clients on fitting risk management and insurance solutions to their needs. Mid-career, David’s interest turned to individual retirement planning and to assisting plan sponsors deliver quality retirement plans to their employees.

Prior to joining Beltz Ianni & Associates, David was a registered representative with MML Investors Services, LLC.

He attended the Rochester Institute of Technology, Rochester, New York and holds a number of designations from The American College of Financial Services, including Chartered Financial Consultant®, Chartered Life Underwriter®, and Certified Family Business Specialist), as well as the Accredited Investment Fiduciary® from Fi360.

David splits his time between Rochester, New York and his residence in Hilton Head Island, South Carolina, where he volunteers his time at the Hilton Head Hospital and serves as VP on the Board of Directors of a local condominium association.

David Benedict is a Registered Representative offering securities  and investment advisory services through Cadaret, Grant & Co., Inc. (One Lincoln Center, Syracuse, NY 13202 315.471.2191), member FINRA/SIPC. Beltz Ianni & Associates and Cadaret, Grant are separate entities.

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