Benjamin Fabrizi

Financial Advisor
6000 Fairview Rd
Charlotte NC 28210
(980) 282.1774
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Empowering individuals to achieve financial confidence and long-term security through personalized, transparent and goal focused financial guidance.
Benjamin Fabrizi
Profile

I’ll start by taking the time to get to know you and understand what’s important to you so I can help you develop strategies to pursue your short-, mid-, and long-term goals. I’ll serve as your resource for everything from general investing to retirement planning to saving for the unexpected. I can also provide access to Bank of America specialists for banking, credit, lending and small business solutions. Together we’ll discuss your goals, concerns and questions, and I can provide ongoing advice and guidance as your needs change.

About Me
Philosophy

My philosophy centers on the belief that a well structured financial plan is the foundation for achieving lasting success. By aligning personalized goals with disciplined investment planning, I help clients navigate life's milestones with clarity and confidence. I prioritize long-term relationships built on trust, education and proactive planning.

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 Fabrizi is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.