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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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This fall, seven lifelong friends, each proud Madisonians, celebrated our 60th birthdays with a cycling trip through Piedmont and the Italian Rivie...
Submitted by Robert Carson, Robertsdale, AL: Just a simple note of memories that may only be of interest to family members. I knew Pete when we were both captains in Danang, 1968. We were the two aides-de-camp to the commanding general of the 1st ...
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Submitted by Robert Carson, Robertsdale, AL: Just a simple note of memories that may only be of interest to family members. I knew Pete when we were both captains in Danang, 1968. We were the two aides-de-camp to the commanding general of the 1st ...
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In 1990, Linnea Smith ’81, MD’84 founded the Amazon Medical Project, a 501(c)(3) serving Indigenous communities in Peru’s Amazon River Basin. A Wis...
Lenox Advisors, Inc., an affiliate of NFP, an Aon company, and a leading wealth and insurance advisory firm serving high-net-worth individuals, fam...
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