Benjamin Norrie
Welcome
Wealth is More Than Money.
It is the foundation that supports a well-lived life.
At The Lotus Group, powered by Merrill, we believe that true wealth supports a life of clarity, purpose, and connection. Our mission is to deliver thoughtful, disciplined financial guidance that allows our clients to focus on what matters most.
We view wealth through four essential dimensions:
- Financial Wealth: The structure, strategy, and stewardship of your assets.
- Relationship Wealth: The people who enrich your life.
- Time Wealth: The freedom to spend your time intentionally.
- Health Wealth: The well-being that allows you to fully enjoy it all.
Our role is to take primary responsibility for Financial Wealth - building long-term stability, resilience, and comfort - so you can devote your attention to your relationships, your well-being, and how you choose to spend your time.
ABOUT BENJAMIN NORRIE, CFP®
Wealth Management Advisor, The Lotus Group at Merrill
Benjamin Norrie, CFP®, is the founding partner of The Lotus Group and a Wealth Management Advisor with Merrill. With 18 years of experience, Ben works with individuals and families across the country to help them design thoughtful strategies for financial independence, retirement readiness, and long-term wealth.
As a CERTIFIED FINANCIAL PLANNER® professional, Ben is part of a small percentage of advisors nationwide who have completed rigorous training in comprehensive wealth planning. He feels that his clients value his balanced approach: clear explanations, thoughtful guidance, and a steady focus on long-term financial health.
Ben is one of a select group of advisors at Merrill who also serves in a dual leadership role. As Resident Director of Merrill's Manhattan Beach, CA flagship office, he leads and mentors a team of 30 financial professionals who serve clients of their own. This experience gives him a broad perspective on markets, client needs, and the evolving landscape of wealth management.
Before relocating to California, Ben worked in Merrill's home office, gaining deep insight into the firm's resources, research, and planning capabilities - knowledge he continues to bring forward in his advisor work today.
Beyond his professional experience, Ben is guided by values of compassion, integrity, and generosity. As a husband and father, he believes that wealth is not an end in itself, but a supportive condition for a life of purpose, connection, and contribution.
Ben lives in Culver City with his wife and their young daughter.
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.
