David G. Benedict

ChFC, CLU

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 by identifying appropriate risk management and insurance strategies for their needs. Mid-career, David’s interest turned to individual retirement planning and to assisting plan sponsors deliver comprehensive 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® and Chartered Life Underwriter®, as well as the Accredited Investment Fiduciary® from Fi360.

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

David Benedict is a Registered Representative offering securities and advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Beltz Ianni & Associates and LPL Financial are separate entities.

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