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Benjamin C
Series 66
Covington, LA
Merrill
Benjamin Capshaw is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in January 2009 after ten years at Morgan Stanley, where he held the position of Vice President, Wealth Advisor. Prior to his advisory roles, Benjamin worked in the Investment Consulting and Equity Research departments at Morgan Stanley. He focuses on retirement planning and the development, implementation, and tracking of client investment portfolios, with a special investment emphasis on fixed income (both taxable and tax-exempt), individual equities, and structured investments. His client base includes individuals throughout the greater New Orleans area and across the country. Benjamin graduated cum laude with a Bachelor's Degree in Finance from Louisiana State University. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his personal time, Benjamin enjoys boating, cooking, fishing, football, golfing, music, traveling, and spending time with his family.
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