Ben Oxnard
When the stakes are highest, clients want a team that knows how to navigate the moment. We bring a high‑touch, relationship‑focused approach — and the experience to deliver with consistency when it matters most.
Clarity, responsiveness, and the ability to leverage deep resources guide how we support the families and individuals who rely on us. Clients turn to my team for help navigating major financial decisions — including retirement readiness, education planning, funding real estate purchases, managing concentrated stock exposure, and the financial implications of a business sale. Our coordination with attorneys, accountants, and other professionals helps to ensure planning, investment strategy, and long‑term objectives move in a unified direction.
After graduating with a B.S. in Psychology from James Madison University, I worked in Washington, D.C. as a management consultant advising institutional clients on organizational and strategic challenges before joining Merrill in 2012. Today, my wife, Whitney, and I live in the Venetia area of Jacksonville with our sons — Benjamin, Hayes, and Charles. Time away from the office is usually spent with family, near the water, or on the golf course.
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.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
We seek to make sure the financial side of your life runs the way it's supposed to — on time, in order, and without surprises.
Financial decisions often compete for the same resources — time, capital, liquidity, and attention. My goals‑based approach to wealth management creates the structure to sort through those demands and determine what truly matters to high‑net‑worth families, business owners, and real estate professionals. It helps bring clarity when priorities overlap and gives you confidence that decisions support your broader financial objectives.
The first step is understanding and quantifying your goals so we can build a plan around them. Merrill Personal Wealth Analysis® serves as the living framework for that plan — giving us a clear view of your financial position and how each decision shapes the path ahead. From there, we draw on the investment insights of Merrill and the credit, lending, and banking solutions available from Bank of America to help put the plan into motion, keeping your financial life aligned with where you want to go.
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.
