Merrill Lynch Financial Advisor Benjamin P. Cox 5370 Kietzke Lane, Reno, NV 89511
About the Business
Merrill Lynch Financial Advisor Benjamin P. Cox is a finance institution located at 5370 Kietzke Lane, Reno, Nevada, United States. With 15 years of experience in the financial services industry, Ben joined Merrill Lynch Wealth Management in 2023 to focus on his clients' needs. He takes a comprehensive approach to wealth management, starting by understanding his clients' financial situations, family dynamics, and priorities. Ben is dedicated to making a positive impact in the lives of his clients, drawing from his diverse background and personal experiences. He holds a bachelor's degree in Business Management and an MBA from the University of Phoenix.
At Merrill Lynch Wealth Management, Ben offers personalized financial plans tailored to each client's goals and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients build a customized plan centered on their objectives. Ben's approach to investing is rooted in understanding his clients on a personal level, ensuring that their financial plans reflect their unique needs and preferences.
With access to investment insights from Merrill, trust services from Bank of America Private Bank, and lending solutions from Bank of America, Ben provides a breadth of potential solutions to his clients. He emphasizes open communication and engagement with clients and their families, helping them navigate life's financial challenges and opportunities.
As a Merrill financial advisor, Ben is passionate about educating clients on investing and guiding them towards their financial goals. By regularly reviewing and adjusting financial approaches, he helps clients stay on track to achieve what matters most to them. Ben prioritizes building a strong, one-on-one relationship with each client, offering personalized investment strategies to address their individual needs and aspirations.
Merrill Lynch Financial Advisor Benjamin P. Cox is registered to do business in California, Nevada, Texas, Utah, and Washington. Investing involves risk, and past performance does not guarantee future results. Clients are advised to consult legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage, investment advisory, and financial planning. It is important for clients to understand the differences between these services and choose the one that best suits their needs.
Photos
Hours open
Monday:
6:30 AM - 3:00 PM
Tuesday:
6:30 AM - 3:00 PM
Wednesday:
6:30 AM - 3:00 PM
Thursday:
6:30 AM - 3:00 PM
Friday:
6:30 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
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