Senior Financial Advisor
Benny Won is a Financial Advisor in Salem, Oregon. He helps clients develop and implement financial and investment strategies toward achieving their goals. A graduate of the University of Oregon, Benny has a Bachelor of Science degree in Economics and a law degree (J.D.). After practicing public utility and business law in Oregon for more than 20 years, Benny chose to pursue a career in the investment and financial services field, and he joined Merrill Lynch as a Financial Advisor in 2001. He resigned from Bank of America Merrill Lynch and co-founded Capstone Wealth Advisors, LLC, in 2012. Benny lives in Salem with his wife, Carol, and daughter, Sophie.
Benny concentrates on the financial and investment needs of individuals, families, retirees, and businesses. He is happy to provide information and consultations to individuals and families regarding financial and investment matters, retirement planning, and retirement savings plans (IRAs, 401(k)). There is no charge or obligation for these services, as his initial consultations are free. He is committed to helping clients achieve their financial goals, and to providing a high level of service.