Benjamin (Ben) Witten, Chfc®, Cpfa™ Email and Phone Number
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.
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Wealth Management AdvisorMerrill Lynch Wealth Management Sep 2015 - PresentOur 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
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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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