Branch Office Profile
The Merrill Lynch San Francisco Office focuses on delivering wealth management strategies to high net worth individuals and businesses that draw upon the breadth and depth of our wealth management platform and Bank of America’s vast banking services. As one of the largest offices in the region, we use a disciplined investment strategy approach that begins by fully comprehending your current financial situation, risk tolerance level and future goals so we can give you hands-on advice and personalized financial reviews. Making use of our far-reaching capabilities in investments, retirement, financing and banking, we can work with you to create a strategy that addresses every aspect of your financial life. That kind of relationship is at the heart of what we do at Merrill Lynch. Together, we can help position you for future opportunities.
ABOUT THE MANAGER
Ben Prince is the Managing Director for the Merrill Lynch SC Complex, which includes offices in San Francisco, Mill Valley, Napa, and Santa Rosa. Ben leads more than 200 Financial Advisors who provide holistic wealth management strategies to affluent clients.
Mr. Prince was most recently the Regional Managing Director for the Northwest Region of Merrill Lynch. Prior to this role, Mr. Prince held various leadership positions at Bank of America over a period of 17 years, including: West Division Executive for Banc of America Investment Services, Inc. (BAI), Regional Executive Director, Regional Sales Director, and Financial Advisor. Mr. Prince was integral in the transition of newly acquired banking and brokerage organizations; he helped lead the integration of legacy Fleet Boston Financial organizations into BAI, ensuring a continued client-centric focus.
Before joining Bank of America’s legacy organizations, Mr. Prince founded two businesses. Through his leadership, College Marketing and Advertising became one of the premier marketing solutions vendors in New England. After its sale, Mr. Prince joined a gourmet food business and helped it grow into a regional entity.
Mr. Prince holds Series 4, 24, 7, 63, 65 and 8 licenses that are administered by the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Industry Association. He is an avid collector of antiques and automobiles and an ardent reader of biographies and historical books. Mr. Prince lives in Seattle, Washington with his wife, Tenley, and his two sons, Will and Deacon.