Marietta Resident Named to Forbes “Best-in-State Wealth Advisors"

Local Merrill Lynch Wealth Management Financial Advisor Benny Varzi was recently named to the 2023 Forbes “Best-in-State Wealth Advisors” list.

Benny lives in Marietta and attended Kennesaw State University. He is a Senior Vice President, Wealth Management Advisor, Senior Portfolio Manager with the Varzi Group and this is the fifth consecutive year he has been named to this list.

Since the beginning of his financial services career in 1981, Benny's area of emphasis has been portfolio management. His focus has been on the implementation of investment policy statements, asset allocation recommendations and portfolio construction/security selection. Benny holds the designation of Certified Investment Management Analyst® (CIMA®) awarded by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with the Wharton School of Business, University of Pennsylvania.

He holds a Bachelor’s degree in Economics from Kennesaw State University and has Certifications of Portfolio Management from The Babson School of Executive Education in Boston, DePaul University in Chicago and The University of Chicago Booths School of Business.

In his spare time Benny serves on the Alliance Theatre of The Woodruff Art Center and previously served on The Board of Trustees of the Atlanta International School. Benny and his wife, Roxanne, have two children and his hobbies include skiing, mountain biking and traveling.

Merrill holds the No. 1 position for all firms, with 1,820 total advisors recognized on the published list. Additionally, Merrill has 23 advisors recognized as No. 1 in their state. This was the sixth consecutive year Merrill has ranked No. 1.