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Barbara Benedict

Advisor at Merrill

Updated today

Location

Hammondsport, NY

Credentials

Series 66

Industry experience

8 years

About

Barbara Benedict is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She worked at Corning Federal Credit Union from 2006 to 2016 before joining Merrill in 2016. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and monitoring through its CIO and platform oversight, with integrated tax-efficient services and close affiliation with Bank of America affiliates.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

Hammondsport, NY

Most active in

Connecticut · New York · Texas

Work history

Merrill

2016 - Present (10 years)

Corning Federal Credit Union

2006 - 2016 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 65

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Retirement plans for business owners (SEP, solo 401k)
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David N

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Bath, NY

Cambridge Investment Research Advisors

David Nesbitt is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at LPL Financial and Cambridge Investment Research firms, and he has operated Nesbitt Financial Services since 2006. He volunteers as treasurer for the Glenwood Club in Hammondsport, NY. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

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Series 63, Series 65

Bath, NY

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John Nesbitt II is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at LPL Financial and Cellular Sales. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

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Series 63, Series 65

Pulteney, NY

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William Hudson is a financial advisor at Raymond James & Associates with 40 years of industry experience. He previously worked at UBS Financial Services for 29 years before joining Raymond James in 2024. Hudson holds Series 63 and Series 65 licenses. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting and public finance activities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Anders H

Series 66

Pulteney, NY

Raymond James & Associates

Anders Hudson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Columbia Threadneedle Investments and UBS Financial Services. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Kent B

CFP®, Series 63

Bath, NY

Cetera

Kent Brown is a CFP® professional with 36 years of industry experience. He is currently with Cetera, having joined the firm in 2025 after a long tenure at Avantax Advisory Services and its affiliated entities. In addition to his advisory role, Brown owns and operates Brown Financial Services, a tax preparation and accounting business where he prepares tax returns and represents clients before the IRS. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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