Benjamin Buchanan

Financial Advisor
50 North Laura Street
Suite 3700
Jacksonville FL 32202
(904) 634.6087
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Deliver personalized, strategic financial guidance rooted in trust, clarity, and collaboration -- empowering clients with the confidence and insight needed to achieve long-term success.
Profile

Benjamin graduated from Florida State University in 2020 with a dual degree in Psychology and Finance, providing a strong foundation in both analytical thinking and client-focused advising. In 2024, he joined The Chappell Walker Group, where he focuses on guiding business owners through pre- and post-exit environments, as well as advising ultra-high-net-worth individuals and families seeking long-term financial stewardship. He brings a consultative approach to the table -- one rooted in careful planning, relationship-building, and a deep commitment to understanding the unique goals of each client.

Outside of work, he is passionate about giving back to the community and proudly serves on the board of Community Hospice and Palliative Care of Jacksonville, supporting compassionate care for families during their most critical moments.

At the core of his work is a belief that client success is built on trust, clarity, and collaboration. By combining technical experience with a personalized, empathetic approach, he helps to ensure that each client has a clear path forward and the confidence to pursue it.

About Me
Philosophy

Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.

About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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BENJAMIN BUCHANAN is registered to do business in AK, AL, CA, CO, CT, DE, FL, GA, IA, ID, IL, KY, MA, MD, MI, MS, NC, NJ, NV, NY, OR, PA, SC, TN, TX, UT, VA, WI.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.