Parkside Welcomes Ben Reznik to the Trust & Family Office
Parkside Financial Bank & Trust is pleased to welcome Ben Reznik as a Trust & Family Office (“TFO”) Advisor in the Denver office. Ben Reznik's over 16 years of industry experience positions him to enrich the bank's commitment to delivering personalized financial solutions to high-net-worth individuals, families, and entrepreneurs.
"We are delighted to have Ben join our Denver team. His exceptional teamwork and talent for developing meaningful relationships with his clients aligns perfectly with our values," remarked Dawn Bitton, Leader of Parkside Denver’s Trust & Family Office division.
Prior to joining Parkside, Ben was a Senior Wealth Advisor at Charles Schwab for nearly a decade, showcasing his ability to foster enduring relationships. His primary focus at Parkside will be on delivering comprehensive wealth management solutions tailored to each client's unique needs.
Ben's expertise encompasses a wide range of financial disciplines, including wealth management, holistic financial planning, investment management and strategies, estate planning, tax optimization, and risk mitigation. He excels in providing valuable advice on complex legal and tax issues related to personal, generational, and business succession planning.
"I am thrilled to join Parkside Bank & Trust and contribute my expertise to their mission of delivering top-tier wealth management services," expressed Ben. “I'm looking forward to working with clients, gaining a deep understanding of their goals, and assisting them in achieving long-term financial security.”
With Ben's addition to the team, Parkside Bank & Trust continues to solidify its position as a premier provider of wealth management services in the Denver area.
Ben holds a Bachelor of Science in Business Administration with a specialization in Finance from Northern Arizona University. He is also a Certified Financial Planner™, Chartered Retirement Planning CounselorSM, and Certified Wealth Strategist™, underscoring his commitment to professional excellence and ongoing education.
Outside of his role at Parkside, Ben enjoys engaging with the community through various volunteer activities, aligning with the bank's ethos of giving back.
Parkside Financial Bank & Trust is a privately held institution with a uniquely fresh perspective on banking, commercial lending, trust, and family office services–one focused on creating unparalleled simplicity in today’s increasingly complex financial environment.