Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Since 2002, Ben has worked with families, professionals, and small businesses to define and develop strategies that help them pursue their short, medium and long-term financial goals. Ben’s personal approach to planning reflects his understanding that each client has unique needs and objectives. His process involves regularly reviewing and updating strategies designed to pursue these identified goals. He most typically guides clients in the development and maintenance of a broad range of wealth management strategies which include planning for retirement, college funding for children and survivor needs concerns.
While Ben has the knowledge and experience to work with all types of clients, he has developed a high level of focus advising two groups – attorneys and business owners in the real estate and government contracting industries. Ben understands the typical concerns and opportunities available to these clients. He is familiar with the typical career path of an attorney within a big law firm environment, the government or in-house. He also has a specific focus on helping business owners to develop and manage qualified retirement plans designed to reduce tax liabilities, accumulate wealth and to attract and retain key employees.
Prior to his career as a Financial Advisor, Ben earned a Bachelor of Arts in Economics from Washington and Lee University. He has since continued his education in financial services by earning the CERTIFIED FINANCIAL PLANNER™ certificant in 2010, a designation, awarded by the Certified Financial Planner Board of Standards, Inc. More recently, he also completed the coursework and testing to obtain the Certified Investment Management Analyst® designation in 2017, awarded by the Investments & Wealth Institute™. The requirements for the CIMA® included coursework at the University of Pennsylvania Wharton School of Business.
Ben is involved in the community both within and outside of his industry. He currently serves on the Board of the National Capitol Chapter of the Society of Financial Services Professionals, the finance council for St. Jane De Chantal parish and he also stays heavily involved with both the John Carroll Society and the Washington and Lee University Alumni association. He resides in Bethesda, MD with his wife Lauren, daughter Morgan, sons JP and Knox, and golden retriever Charlie.
(Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.)
Washington and Lee University
Forbes "Best-in-State Next Generation Wealth Advisors"
Forbes "America's Top Next-Generation Wealth Advisors"
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Employee Benefits Specialist
Senior Wealth Management Lending Officer
Bank of America, N.A.
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.
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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.
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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.