Background and Experience Bennett has over 30 years of experience in the financial services industry. Before co-founding MGR Wealth Management, LLC. in 2024, Bennett worked for Wells Fargo Advisors for over 12 years. His experience has also included positions at Oppenheimer and Co., Inc., Charles Schwab, Merrill Lynch and as a member of multiple commodity exchanges. Bennett is committed to using a disciplined, planning based approach that emphasizes transparency and rigor to build trusting, life-long relationships with the families he is privileged to service. Bennett's mission is to help his clients attain their financial goals and prepare them for life's transitions, challenges, and opportunities. He does this using his considerable experience and education in financial services. A constant learner, Bennett graduated with a Bachelor’s Degree in English from Columbia University, has earned both the CFP® certification and the Chartered Financial Analyst Charter, as well as completing the requirements for a Master of Science in Personal Financial Planning and is a Certified Exit Planning Advisor. These designations and diplomas are awarded only to those that individuals who complete a rigorous course of study and who dedicate themselves to maintain their technical competency and who abide by a strict code of ethics. Bennett is one of the few practitioners in the country that has all these accomplishments. Away from the Office When Bennett is not working, you will find him with his wife Katie and some or all of his 5 children, ages 29 to 9 enjoying Florida. He currently is a Cubmaster for Pack 832 in Stuart and is looking forward to getting his 3 younger daughters through the Eagle Scout requirements.