Benjamin Capshaw is a Senior Resident Director and Wealth Management Advisor with Merrill Lynch. He joined Merrill Lynch Wealth Management in January 2009 after a decade at Morgan Stanley, where he served as Vice President and Wealth Advisor. Prior to becoming a financial advisor, Benjamin worked in Morgan Stanley's Investment Consulting and Equity Research departments. He holds a bachelor’s degree in Finance, graduating cum laude from Louisiana State University. Benjamin’s expertise centers on retirement planning and the development, implementation, and management of client investment portfolios. His investment focus includes fixed income securities, both taxable and tax-exempt, individual equities, and structured investments. He works with clients in the greater New Orleans area as well as across the country, helping them with retirement income, college education planning, executive compensation, family wealth management, liquidity management, portfolio management, tax minimization, and managing new wealth. Benjamin holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Benjamin enjoys boating, cooking, fishing, football, golfing, music, traveling, and spending time with his family. He resides in Covington with his wife Kristin and their daughters Lily and Anna Claire.