Benjamin Klein is a Wealth Management Advisor and founder of The Klein Wealth Management Group at Merrill Lynch Wealth Management. He leads a team that serves clients across approximately 40 states, focusing on individuals with complex financial situations such as equity partners at law firms, business owners approaching liquidity events, corporate executives, and financially independent women. He and his team specialize in areas including deferred compensation, equity events, partnership distributions, business succession, and multigenerational estate planning strategies. Since joining Merrill Lynch in 2002 after working as a floor trader and market maker at the Chicago Board Options Exchange, Mr. Klein has developed expertise in portfolio management, estate and retirement planning, corporate executive retirement planning strategies, and divorce wealth management. He has been recognized on Barron's "Top 1,500 Financial Advisors" list for 12 consecutive years, Forbes "Best-in-State Wealth Advisors" for eight years, and Forbes "America's Top Wealth Advisors" for six years. He holds professional designations including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Exit Planning Advisor (CEPA), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA). Mr. Klein holds a bachelor's degree from the University of Wisconsin–Madison. He is involved with the organization The Ark in Chicago. He resides in Highland Park, Illinois, with his wife and two adult children. His personal interests include golfing, reading, skiing, spending time with family, traveling, and watching movies.