Willard Dudley Schoch

Employer firm

Benchmark Financial Wealth Advisors LLC CRD 287966

$766M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2021 → 01/2023
  Benchmark Financial Wealth Advisors Llc
  Boca Raton, FL
• 11/2020 → 09/2021
  Stay At Home Parent -
  West Palm Beach, FL
• 08/2014 → 11/2020
  North American Management Corporation
  Boston, MA
• 01/2023 → Present
  Benchmark Financial Wealth Advisors Llc
  Boca Raton, FL

Other Businesses

Willard "Will" Schoch is an uncompensated board member of the -Presidential Estates Property Owners Association, Non-Investment Related Agency -c/o Campbell Property Management 401 Maplewood Drive, Suite 23 Jupiter, FL 33458 advising on all board matters, including the investment of surplus funds. The association is not a client of Benchmark Financial Wealth Advisors LLC, and Will spends less than 5 hours per month and no time during the trading day as a board member.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-05