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portrait of Benjamin Rose
FINANCIAL ADVISOR

Benjamin Rose

CFP®
3 W Hawthorn Pkwy 195, Vernon Hills, IL 60061opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Benjamin

As a financial advisor with Edward Jones, I help clients plan for a successful financial future.

I have been a financial advisor since 2018, and I moved my business to Edward Jones in 2022. I chose Edward Jones because we are a privately-owned partnership, which best positions me to put your needs first.

Throughout my career, I have had the privilege of working with a diverse group of clients, from new investors, to retirees, to high-net-worth families. I currently focus my practice on serving three types of clients:

- Young professionals in finance and law
- Corporate executives planning for retirement
- Medical...

Focus Areas

  • Financial Services Professionals
  • Corporate Executives
  • Dentists
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesJuly 2022 to Current
  • Merrill LynchJuly 2018 to June 2022

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Denison UniversityBachelor of Arts

Personal Interests

  • Golfing
  • Skiing
  • Cycling
  • Fishing
  • Hunting

Team Members

  • Coreena Kauffman
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(847) 990-7901

Fax

(877) 577-8388

Office Address

3 W Hawthorn Pkwy 195
Vernon Hills, IL 60061opens in a new window

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