Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Bennett A. Yort, CRPC®, First Vice President, is a Senior Financial Advisor with Merrill Lynch Wealth Management in Augusta, Georgia. Prior to joining Merrill in 2002, Bennett had spent over 18 years in the financial services industry ranging from banking to investments and trust services. In 1984, he graduated from Williams College in Williamstown, Massachusetts with a BA in Economics. Bennett also graduated from Southern Trust School in Mobile, Alabama as the class president in 1998. He lives in Augusta with his wife, Caroline, and has three adult children. Bennett is active and on the boards of the Family YMCA of Greater Augusta, Goodwill Industries of Middle GA and the CSRA, and Good Vocations, Inc. Previously, he chaired the Ambassador's Club for the Augusta Metro and Columbia County Chamber of Commerce, was on the boards of the Kiwanis Club of Uptown Augusta and the Kiwanis Club of Augusta, and was on the board of trustees at Episcopal Day School. He was very active with Augusta Preparatory Day School for several years. Bennett is an Elder and member of Reid Memorial Presbyterian Church and currently serving his second time on the Session.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Spring Hill College
Phillips Academy Andover MA
Punahou High School
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.