Benjamin Dorsey, CFP®
Benjamin Dorsey, CFP®
MST – Senior Tax Manager
Benjamin Dorsey joined EagleStone in January 2024 as Senior Tax Manager. He brings with him years of experience in tax services, estate and financial planning, and client service and continues to work with both business and personal tax clients as a member of our Tax & Accounting team.
Ben is a life-long Marylander and grew up in My. Airy. He attended Towson University where he earned a Bachelor of Science degree in Accounting and University of Baltimore where he received a Master of Science in Taxation. Ben is also a Certified Financial Planner.
A lover of sports, Ben grew up playing football and continues to enjoy attending live sporting events in his free time. Ben is the proud father of a daughter named Bailey.
Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.
Download our Form CRS (Client Relationship Summary) by clicking here.
Download Form CRS Exhibit Document by clicking here.
Download Form ADV by clicking here.
Download Form ADV Part 2A by clicking here.
Click here to learn more about our Privacy Policy and Information Security Program.
Click here for additional disclosures
Investment products & services are only available to residents of DC, FL, IN, MD, NY, PA, SC, & VA.
Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.