Ben Storey Email & Phone Number
Director, Workplace Benefits @ Merrill Lynch
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Ben Storey Location
- Florida, United States
Ben Storey Work
- 2016 - now Director, Workplace Benefits @
- 2017 - now Business Owner @ Underwater Storey LLC
- 2012 - 2016 Vice President, Retirement and Personal Wealth Solutions @
- 2010 - 2012 Vice President, Channel Development Manager @
- 2004 - 2010 Assistant Vice President, Retirement Education Services @
- 2004 - 2004 Assistant Supervisor, Retirement Education Services @
- 2002 - 2003 Specialist, Retirement Education Services @
- 2001 - 2002 Investor Services Advisor @
- 2000 - 2000 Financial Advisor @
- 1999 - 2000 Assistant Supervisor, Institutional Retirement Plans @
- 1997 - 1999 Registered Representative, Institutional Retirement Plans and Stock Options @
Ben Storey Education
- Florida State University
Bachelor of Science (Economics)
1993 - 1997
Ben Storey Skills
- Retirement
- Series 7
- Retirement Planning
- Financial Advisory
- Asset Allocation
- Series 63
- Finance
- IRAs
- Investments
- Fixed Annuities
- Wealth Management
- FINRA
- Series 65
- Florida Life
- Financial Planning
- Financial Services
- Public Speaking
- CERTIFIED FINANCIAL PLANNER (TM) Professional
- Chartered Retirement Planning Counselor
- Series 9
- Series 10
- Series 31
- Florida Life, Health, and Variable Annuity Insurance Licenses
- Social Security
- Medicare
- 401k
- Management
- Mutual Funds
- Asset Management
- Investment Advisory
- Photography
- Underwater Photography
- Divemaster
- Scuba Diving
- Cave Diving
- Technical Scuba Diving
- Training
- Full Cave Diver
- Scuba Diving Instruction
- Health
- Team Building
- Naui Instructor
- Certified Financial Planner Professional
- Customer Service
- Variable Annuity Insurance Licenses
Ben Storey Summary
- Ben Storey, based in Florida, United States, is currently a Director, Workplace Benefits at Merrill Lynch. Ben Storey brings experience from previous roles at Underwater Storey LLC and Merrill Lynch. Ben Storey holds a 1993 - 1997 Bachelor of Science in Economics @ Florida State University. With a robust skill set that includes Retirement, Series 7, Retirement Planning, Financial Advisory, Asset Allocation and more. Ben Storey has 1 emails on RocketReach.
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