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Merrill Lynch wealth management advisor Benjamin Klein (CFP, CRPC) recently recognized by Forbes magazine on its “America’s Top 250 Wealth Advisors” list for 2017
Merrill Lynch wealth management advisor Benjamin Klein (CFP, CRPC) recently recognized by Forbes magazine on its “America’s Top 250 Wealth Advisors” list for 2017
- Nov. 17, 2017
Benjamin joined Merrill Lynch in 2002 and helps craft customized wealth management strategies designed to address each client’s short-term needs and long-term goals. He holds the Chartered Retirement Planning Counselor designation and the Certified Financial Planner certification.
Ben received a bachelor’s degree in communications from the University of Wisconsin — Madison. He and his wife, Michelle, and their two children make their home in the Chicagoland area. He is based in Northbrook.
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