Eran Ben-Simon

About Eran Ben-Simon

As part of Boyd Britton & Pope Wealth Management of Merrill, I hope to establish lasting and trusted relationships with clients I admire for their values and visions. Together with my partners in the Washington, DC, New York and Chicago areas, I assist successful business owners, physicians and other professionals, young \"wealth accumulators\" and non-profit organizations. For each client I leverage the knowledge and experience of our team to guide them toward informed decisions. While most clients are financially astute, it\'s incumbent on me to explain our recommendations, educate about managing risk, and set the stage for positive long-term outcomes. WHAT DO I BELIEVE? • You can have anything you want in life, the key is helping other people get it. I enjoy helping clients achieve financial fulfillment. In conversations, I encourage clients to share their passions, proudest moments, and greatest concerns. • The only thing that follows you in life is your reputation. I am genuine, authentic and unselfish. Born and raised in Chicago, I count dozens of longtime friends and colleagues in town and across the country. • It\'s critical that I streamline strategies for clients. By serving as their \"point person\" and connecting with their CPA, estate planning attorney, or the vast resources at Bank of America, N.A, I can help clients focus on what matters most to them. WHAT MAKES ME PROUD? • Witnessing and having a hand in what clients achieve for themselves, their families, and the greater good. • Being at Merrill where I can serve the \"whole client\" – providing everything from wealth management to banking, to generational wealth services. Our resources are coordinated and some of the best in the industry. • Pushing myself intellectually and physically beyond what I thought possible. Over a six-week period, I trekked more than 400 miles of the mountainous Israel Trail, wearing a 70lb. backpack.

Experience

1. Senior Financial Advisor, Assistant Vice President

   Merrill Lynch

   Apr 2020 — Present

   Each client comes to us with intention and purpose. While dollars and cents decisions are always critical, I begin with a highly personalized planning-based approach. Asking questions and listening more than talking, my mission is to understand what clients wish to accomplish, where they stand and what stands in their way (real or perceived). Only with a clear understanding of a client\'s situation and motivations, can I work with my team members to make tailored recommendations – always grounded in facts and supported with straightforward explanations. In everything I do, I work to deliver ongoing value to clients. Having a sense of responsibility for others is what I find to be fulfilling.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.*Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.