Julie A. Wurst, CFP
45yrs
Top advisor by experience in Tacoma
11yrs
Benjamin Witten is a fiduciary financial advisor in Tacoma, Washington, with 11 years in the industry. Benjamin joined Merrill in 2016, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 304 advisors with offices in Tacoma, and one of 287 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office1201 Pacific Ave, Tacoma, WA 98402
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowMerrillCurrent firm
Contact Benjamin
Local office(253) 593-8881Ask for Benjamin. (800) 637-7455Main office · New York, NY 1201 Pacific AveTacoma, WA 98402Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Benjamin
How do I contact Benjamin?
Call Benjamin’s local office at (253) 593-8881 or the Merrill main office at (800) 637-7455, and ask for Benjamin Witten.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Benjamin hold?
Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Benjamin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Financial Insights Wealth Management
44yrs
Top advisor by experience at Financial Insights Wealth Management
Merrill
44yrs
Top 1% by experience in Washington
UBS Financial Services
44yrs
Top 1% by experience in Tacoma
NFSG
44yrs
Top 1% by experience in Washington
Morgan Stanley
43yrs
Top 1% by experience in Washington