Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
San Francisco, CA 94104
Ben Fort is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 26 years of industry experience. He began his career as an intern with Merrill Lynch in 1995 and became a financial advisor in 1998. Ben specializes in financial planning for corporate executives and entrepreneurs, developing strategies to align stock options, compensation packages, and assets with clients’ goals. He leads an eleven-person team that serves a select group of clients, overseeing $3.8 billion in assets as of March 2025, with a client retention rate of 99%.
Ben holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification and the Certified Investment Management Analyst® (CIMA®) designation, which he earned through the Investments & Wealth Institute™ and coursework at the Haas School of Business at UC Berkeley. He also holds the Personal Investment Advisor (PIA) designation. Ben earned his bachelor's degree from the University of Tennessee.
Ben lives in Mill Valley with his wife and two daughters. His interests include snowboarding, mountain biking, sailing, and traveling. He is involved in the community as a member of the Silicon Valley Community Foundation - Bay Area Advisor Council and has served as a board member and volunteer in local organizations. Ben has been recognized repeatedly on the Forbes "Best-in-State Wealth Advisors" list from 2018 through 2025, and his team was named to the Forbes "Best-in-State Wealth Management Teams" list for three consecutive years through 2025.
Bank Of America, N.a.
2009 - Present (17 years)
Merrill lynch, pierce, Fenner & Smith incorporated
1997 - Present (29 years)
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