Roderick Bennett
,
Financial Advisor
1 Cowboys Way
Frisco, TX 75034
940.297.6948
Learn more about an advisor's background on
Our mission is to empower individuals and businesses to achieve their financial goals through personalized, comprehensive, and ethical financial advice. We are committed to building long-term relationships based on trust, transparency, and integrity, helping to ensure our clients' financial well-being and success.
Profile

My goal is to provide clients with a high quality wealth planning experience that strives to make the complexities of financial life easy to understand.  I am dedicated to the prudent stewardship of clients wealth with the highest level of personalized client service.   You should connect with me if you: - Are seeking help developing a plan regarding retirement, charitable giving, or leaving a legacy. - Are a business owner looking to set up a retirement plan, protect your business, grow your business, or sell your business. - Are in transition whether it be a job change, divorce, or loss of a loved one. - Are in need of concentrated stock management, wealth forecasting & analytics


About Me
Welcome

As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joseph Michael Cuff
Structured Credit Executive
Joyce M. Cortez
Wealth Management Banking Specialist
Austin Bertrand
Wealth Strategies Advisor
THE HGRF GROUP
Thursday, July 11th 2024| 12:00 PM, CST
Health Care and Your Retirement

The HGRF Group is here to help you make thoughtful decisions. That's why we invite you to join us for this informative presentation.

During this event, we will discuss:
· Planning for pre-and post-retirement health care cost
· Medicare at a glance
· How your income affects Medicare
· Long-term care cost

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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Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Roderick Bennett is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MI, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, WY.