Benjamin Davidson
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Benjamin Davidson is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial plans tailored to their individual goals and priorities. His approach includes addressing key concerns such as funding education, planning for retirement, managing potential health care costs, and supporting long-term family objectives.
Benjamin holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Boise State University. He emphasizes simplicity and transparency in the wealth planning process to help clients navigate investment complexities and pursue their financial ambitions effectively.
Bank of America, N.A.
2024 - Present (2 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2024 - Present (2 years)
Northwestern Mutual Investment Services LLC
2023 - 2024 (1 year)
Northwestern Mutual Life Insurance Company
2023 - 2024 (1 year)
Unemployed
2023 - 2023 (1 year)
Securities America, Inc. / City Fiduciary Group
2022 - 2023 (1 year)
Unemployed
2021 - 2022 (1 year)
Leading Edge Productions, Inc.
2021 - 2021 (1 year)
Unemployed
2020 - 2021 (1 year)
Reality Engineering Solutions, LLC (formerly Reality Engineering
2011 - 2020 (9 years)
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