Ben joined Merrill Lynch Wealth Management in 2020, although he has been with Merrill since 2015. Prior to joining the Spurr Group he worked as an Investment Specialist providing advice to private clients, institutional clients, and wealth managers to develop financial strategies in portfolio management and investment selection.
Ben earned his B.A. in International Politics from Pennsylvania State University. In addition, he is a CFA® charterholder and active member of the CFA® Society in New York.
Ben currently resides in New York City. In his spare time he enjoys fitness, golf and skiing. He is an avid fan of all Boston Sports teams and Penn State football.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
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.
