BENJAMIN NORRIE

ABOUT BENJAMIN NORRIE, CFP®, CEPA®

Wealth Management Advisor, The Lotus Group at Merrill

Benjamin Norrie, CFP®, CEPA® is the founding partner of The Lotus Group and a Wealth Management Advisor with Merrill. With 19 years of experience, Ben works with individuals and families across the country to help them design thoughtful strategies for financial independence, retirement readiness, and long-term wealth.

As a CERTIFIED FINANCIAL PLANNER® professional, Ben is part of a small percentage of advisors nationwide who have completed rigorous training in comprehensive wealth planning. He feels that his clients value his balanced approach: clear explanations, thoughtful guidance, and a steady focus on long-term financial health.

Ben is one of a select group of advisors at Merrill who also serves in a dual leadership role. As Resident Director of Merrill's Manhattan Beach, CA flagship office, he leads and mentors a team of 30 financial professionals who serve clients of their own. This experience gives him a broad perspective on markets, client needs, and the evolving landscape of wealth management.

Before relocating to California, Ben worked in Merrill's home office, gaining deep insight into the firm's resources, research, and planning capabilities - knowledge he continues to bring forward in his advisor work today.

Beyond his professional experience, Ben is guided by values of compassion, integrity, and generosity. As a husband and father, he believes that wealth is not an end in itself, but a supportive condition for a life of purpose, connection, and contribution.

Ben lives in Culver City with his wife and their young daughter.

ABOUT BENJAMIN NORRIE, CFP®, CEPA®

Wealth Management Advisor, The Lotus Group at Merrill

Benjamin Norrie, CFP®, CEPA® is the founding partner of The Lotus Group and a Wealth Management Advisor with Merrill. With 19 years of experience, Ben works with individuals and families across the country to help them design thoughtful strategies for financial independence, retirement readiness, and long-term wealth.

As a CERTIFIED FINANCIAL PLANNER® professional, Ben is part of a small percentage of advisors nationwide who have completed rigorous training in comprehensive wealth planning. He feels that his clients value his balanced approach: clear explanations, thoughtful guidance, and a steady focus on long-term financial health.

Ben is one of a select group of advisors at Merrill who also serves in a dual leadership role. As Resident Director of Merrill's Manhattan Beach, CA flagship office, he leads and mentors a team of 30 financial professionals who serve clients of their own. This experience gives him a broad perspective on markets, client needs, and the evolving landscape of wealth management.

Before relocating to California, Ben worked in Merrill's home office, gaining deep insight into the firm's resources, research, and planning capabilities - knowledge he continues to bring forward in his advisor work today.

Beyond his professional experience, Ben is guided by values of compassion, integrity, and generosity. As a husband and father, he believes that wealth is not an end in itself, but a supportive condition for a life of purpose, connection, and contribution.

Ben lives in Culver City with his wife and their young daughter.