Benjamin (Ben) Witten, Chfc®, Cpfa™

Benjamin (Ben) Witten, Chfc®, Cpfa™ Email and Phone Number

Wealth Management Advisor | Simplifying the Complex Financial Landscape | Goal-Based Approach @ Merrill Lynch Wealth Management
new york, new york, united states
Benjamin (Ben) Witten, Chfc®, Cpfa™'s Location
Olympia, Washington, United States, United States
About Benjamin (Ben) Witten, Chfc®, Cpfa™

As a Wealth Management Advisor with the Lantow Witten Group at Merrill Lynch Wealth Management, I help clients articulate and pursue their unique financial goals. I hold the Chartered Financial Consultant® designation, with a focus in estate and retirement planning strategies, investment management, and risk management.I am passionate about simplifying the complex financial landscape for my clients, using a goal-based approach that focuses on their satisfaction and success. I have multiple certifications that reflect my commitment and knowledge in this field, such as the Certified Plan Fiduciary Advisor designation and I'm a Senior Portfolio Advisor in the Merrill Investment Advisory Program. I also enjoy networking with professionals, personal acquaintances, and anyone interested in discussing their financial goals.I can be contacted directly at:360-570-3963Ben.Witten@ml.com*ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.

Benjamin (Ben) Witten, Chfc®, Cpfa™'s Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

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Wealth Management Advisor | Simplifying the Complex Financial Landscape | Goal-Based Approach
new york, new york, united states
Website:
ml.com
Employees:
45157
Benjamin (Ben) Witten, Chfc®, Cpfa™ Work Experience Details
  • Merrill Lynch Wealth Management
    Wealth Management Advisor
    Merrill Lynch Wealth Management Sep 2015 - Present
    Our ProcessGoals-Based Wealth Management explicitly puts clients first, and asks the question: how can we help clients articulate and pursue their unique financial goals? A clients' own goals become a benchmark by which to evaluate investment success. Clients' focus expands beyond returns to include satisfaction with the investment journey in the context of reaching their goals.

Benjamin (Ben) Witten, Chfc®, Cpfa™ Education Details

  • Eastlake High School
    Eastlake High School

Frequently Asked Questions about Benjamin (Ben) Witten, Chfc®, Cpfa™

What company does Benjamin (Ben) Witten, Chfc®, Cpfa™ work for?

Benjamin (Ben) Witten, Chfc®, Cpfa™ works for Merrill Lynch Wealth Management

What is Benjamin (Ben) Witten, Chfc®, Cpfa™'s role at the current company?

Benjamin (Ben) Witten, Chfc®, Cpfa™'s current role is Wealth Management Advisor | Simplifying the Complex Financial Landscape | Goal-Based Approach.

What schools did Benjamin (Ben) Witten, Chfc®, Cpfa™ attend?

Benjamin (Ben) Witten, Chfc®, Cpfa™ attended Eastlake High School.

Who are Benjamin (Ben) Witten, Chfc®, Cpfa™'s colleagues?

Benjamin (Ben) Witten, Chfc®, Cpfa™'s colleagues are Marc Melcher, David Schneider, Sharon Bentz, Dylan Atkins, Cincinnati-Ct-Cop: Jackson, Jenne' Doleac, Cfp®, Awma™, Kyle Napolitano.

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