Carrie Benson
Wealth Management Advisor, Vice President at Merrill Lynch
Based in Clifton Park, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Clifton Park
Industry
Financial Services
Company size
35K
Contact information
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c•••••••@ml.com
Phone
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Background
About Carrie Benson
I have more than 15 years of experience providing financial and wealth management advice and services. A graduate of Providence College, I began my career in the financial services industry in 2005 and joined Merrill Lynch Wealth Management in 2008. I focus my time on a wide array of financial services with special focus on retirement planning, education planning, and legacy planning for our clients.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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