Benjamin Garrison

Benjamin Garrison is a Financial Advisor with Merrill Lynch Wealth Management, specializing in serving affluent families, business owners, executives, and medical professionals. Since joining Merrill in 2021, he has focused on helping clients navigate complex financial decisions related to family wealth management, managing new wealth, and small business strategies. His work centers on guiding clients through important life transitions such as new executive roles, growing practices, and family-owned enterprise demands, utilizing a disciplined planning framework aimed at long-term outcomes.

Benjamin structures retirement and investment strategies aligned with clients' multigenerational wealth goals, designs succession plans to protect business value and family legacy, and helps optimize cash management for liquidity and opportunity readiness. He also supports career transitions with clarity on equity compensation and employer benefits, while building tax-efficient wealth strategies intended to compound across generations. His approach emphasizes deep listening, customized strategy, and proactive service.

Benjamin earned his Bachelor of Science degree in Finance from Oregon State University, where he was a four-year varsity letterman and team captain of the Men’s Rowing Team. He holds the Personal Investment Advisor (PIA) designation and is involved with professional organizations including the Oregon State Men’s Rowing Alumni, Oregon State University Alumni Association, and the Young Professionals Organization in San Francisco. Outside of work, Benjamin enjoys spending time with his family and engaging in outdoor activities such as fishing, skiing, hiking, and playing various sports.