Benjamin Millner

Benjamin Millner has been working in the financial field since 2007. Starting with a temp position for Merrill Lynch, he worked in their Managed Accounts department. Though it was initially intended to be a temporary job, he was offered a full time position on the service network supporting teams and advisors. After just a year in this role, he earned the highest surveys and accolades on his team and was offered a new opportunity to join the firms transition team. Jumping on this opportunity, Benjamin began started his journey on managing transitions of advisors moving their books of business into another firm. He remained in this role for 8 years at Merrill Lynch distinguishing himself as one of the most successful and requested team members managing these transition roles. Benjamin is now currently contracted with Transition Support Services (TSS) since April 2019. In this role he has supported several firms in the transition of advisors, teams, and firm projects with UBS Financial Services, Rockefeller Financial, and Fisher Financial Advisors. He is currently one of the lead contractors often requested my managers to manage their transitions.