Uniting Wealth Partners is pleased to announce that Ben R. McLintock, J.D., LL.M., CFP®, CFRE®, has joined the firm to lead its advanced planning efforts, strengthening the firm’s ability to help clients navigate complex wealth, estate, tax, business succession and legacy planning needs.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260909609199/en/
Ben McLintock, J.D., LL.M., CFP®, CFRE® to Lead Advanced Planning at Uniting Wealth Partners
McLintock brings extensive experience across wealth management, law, tax and estate planning, charitable giving and business succession. Most recently, he served as senior vice president and senior wealth advisor with Arvest Wealth Management, advising affluent and high-net-worth clients on complex financial, investment, tax, estate and asset-protection needs.
“Ben brings exactly the kind of multidisciplinary thinking we want at the center of advanced planning at Uniting Wealth Partners,” said Jay Hummel, managing partner. “The most important financial decisions our clients face rarely fit neatly into one category. They often involve the intersection of investments, taxes, estate planning, family dynamics, business interests and charitable goals. Ben has spent his career working at those intersections, and his ability to assist in turning complexity into clear, actionable strategies will be a tremendous resource for our clients and advisors.”
McLintock has more than two decades of experience working with affluent and high-net-worth clients and in tax and charitable gift planning. He has spent 15 years developing multi-generational legacy and asset-protection strategies and 11 years providing comprehensive planning recommendations to closely held businesses.
“Joining Uniting Wealth Partners is a tremendous opportunity to bring together the disciplines that have shaped my career and apply them in a deeply client-centered environment,” said McLintock. “Advanced planning starts with understanding what matters most to a family or business owner, identifying the issues that could stand in the way of those goals. I’m excited to help expand the resources Uniting Wealth Partners can bring to our clients and their families.”
McLintock holds a Juris Doctor from the University of Arkansas School of Law and an LL.M. in Taxation from the University of Alabama School of Law. He is an Arkansas-licensed attorney, a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Fund Raising Executive (CFRE®).
His community involvement has included service on the board of directors for the Arkansas Community Foundation and longstanding involvement with the Northwest Arkansas Chapter of the Association of Fundraising Professionals. In November, he will receive the chapter’s Ernie Lawrence Professional Advisor Award in recognition of his work helping clients pursue their charitable giving goals and promoting charitable giving in the community.
About Uniting Wealth Partners: Uniting Wealth Partners, (“UWP”) is a registered investment advisor (RIA) offering a differentiated model designed by and for advisors. Founded by industry professionals, UWP provides advisors with the support and resources needed to grow their practices, enhance enterprise value, and pursue succession planning on their terms. Learn more at unitingwealthpartners.com. UWP provides investment advisory and related services to clients nationwide and maintains all required registrations and licenses in the jurisdictions where it conducts business.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260909609199/en/
Media gallery
