Areas of focus: Retirement Income Planning, Retirement Planning, Family Wealth Planning, Annuities, Long Term Care, Financial Planning, Life Insurance
Mark Benedict is a highly experienced financial professional with 33.4 years of work experience. He specializes in retirement income planning, family wealth planning, and retirement planning. Mark has worked at reputable financial institutions such as Morgan Stanley and Merrill Lynch, where he held senior positions in portfolio management and financial advisory. He also has experience at Penn Mutual, where he worked in financial planning and estate and insurance planning. Mark's expertise and extensive background make him a valuable asset in the financial services industry.
United States
Financial Services
United States
Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. Any opinions, views, statements, estimates or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html Disclaimer The site is maintained by a third party that has no affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. Or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Bank of America Linkedin Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-communityguidelines.html
Horsham,Pennsylvania,United States
Getting stronger all-around takes an all-around strong partner. You don’t just become a leader in life insurance overnight. We’ve climbed the ranks to where we are today because we’ve committed ourselves to helping individuals, families and businesses get stronger for more than 175 years. As your trusted partner, we work hard to make sure you’re successful and getting stronger, too. That’s why we continue to innovate and explore new ways to differentiate ourselves in the industry. You want a partner that checks all the boxes, and we’re happy to deliver. Penn Mutual supports its financial professionals with retirement and investment services through its wholly owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com.
Financial Services
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Mark Benedict works for Morgan Stanley
Mark Benedict's role in Morgan Stanley is Senior Vice President | Portfolio Manager | Financial Advisor
Mark Benedict's latest job experience is Senior Vice President | Portfolio Manager | Financial Advisor at Morgan Stanley
Mark Benedict's latest education in Providence College