Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Bennett A. Yort, CRPC®, First Vice President, is a Senior Financial Advisor with Merrill Lynch's Wealth Management Group in Augusta, Georgia. Prior to joining Merrill Lynch 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
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.