Shawn Benson
I’m a Financial Advisor who is passionate about helping individuals and families make confident financial decisions. I believe great financial planning starts with understanding what matters most to each client, whether that's achieving near-term goals, building long-term wealth, preparing for retirement, or creating a lasting legacy.
My approach is centered on building meaningful relationships and providing personalized strategies that align with each client's unique goals, values, and life circumstances. I take pride in delivering the level of care, communication, and guidance that helps my clients feel supported every step of the way.
Outside of work, I enjoy staying active through golf, running, and spending time in the gym. When I’m not working with clients, you’ll likely find me spending quality time with family and friends, trying new restaurants, or experimenting with new recipes in the kitchen. I’m always looking for new experiences, whether that’s on the golf course, on a run, or around the dinner table.
At the end of the day, I’m committed to helping people pursue the future they envision while building lasting relationships based on trust, integrity, and personalized service.
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.
