portrait of Ben Woolfrey

About Ben

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals.

As a life-long resident of the area, I understand the unique challenges you face. Being dedicated to your business or career takes dedication and time. Having a commitment to your family is also front of mind. This leaves little time to worry about your financial goals, retirement or...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Special Needs Financial Considerations

Work History

  • Edward JonesJuly 2013 to Current

Education

  • Univ of Massachusetts, LowellMaster of Science
  • Univ of Massachusetts, LowellBachelor of Science

Personal Interests

  • Fishing
  • Hiking
  • Outdoor Enthusiast
  • Scuba Diving
  • Spending Time with Family

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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