Ben Taylor

Senior Vice President, Wealth Management Advisor

17802 W Interstate 10
San Antonio, TX 78257
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

Ben joined Merrill Lynch Wealth Management in 1998, after 21-years active duty as a U.S. Army Armor Officer. 

He earned a B.A. in History from Trinity University, San Antonio, Texas, and an M.B.A. from Webster University, St. Louis, Missouri. He holds a CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards Certified Professional Profile | CFP® - Let's Make a Plan (, Inc. and holds the Series 7 and 66 FINRA registrations. In his spare time, Ben is active in his Church and with the Boy Scouts of America in San Antonio. He is an avid water skier, and is active in supporting tournaments sanctioned by the American Water Ski Association. He and his wife, Anne, enjoy traveling to see their grown children and growing number of grandchildren, and reside in Helotes, Texas. 

"I focus on the creating strategies for individuals and families designed to help them meet their short and long-term goals, including retirement and estate planning services. My access to the investment insights of Merrill and banking convenience of Bank of America addresses the various aspects of clients’ financial lives.”
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Erin A Lenihan
Wealth Management Associate
Leah Marie Stone
Registered Wealth Management Client Associate
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 Taylor is registered to do business in CA, CT, FL, IL, IN, KS, MA, MD, MO, NC, NM, NY, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.