Work History
Edward Jones
Edward JonesApril 2022 to CurrentPark Avenue Securities
Park Avenue SecuritiesNovember 2019 to April 2022
Focus Areas
- Wealth Strategies
- Insurance & Annuities
- College Savings
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
About Ben
Partnering with fellow parents to set and accomplish goals with savings and assets, rather than overtime and stress!
Many high earning parents I meet feel trapped – they think the only way to achieve their family's goals is to work more, enjoy less and stay on the hamster-wheel. At Edward Jones, we use an established process to figure out how to achieve your goals with savings and assets rather than stress, restriction and work hours. As a result, you get to prioritize work-life balance while having confidence you are on the right financial path.
As a proud husband and father of three,...
Many high earning parents I meet feel trapped – they think the only way to achieve their family's goals is to work more, enjoy less and stay on the hamster-wheel. At Edward Jones, we use an established process to figure out how to achieve your goals with savings and assets rather than stress, restriction and work hours. As a result, you get to prioritize work-life balance while having confidence you are on the right financial path.
As a proud husband and father of three,...
Work History
Edward Jones
Edward JonesApril 2022 to CurrentPark Avenue Securities
Park Avenue SecuritiesNovember 2019 to April 2022
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Education
Pennsylvania State University
Pennsylvania State UniversityBachelor of Science
Education
Pennsylvania State University
Pennsylvania State UniversityBachelor of Science
Personal Interests
- Coaching Sports
- Health & Nutrition
- Hiking
- Martial Arts
- Movies & Entertainment
Team Members
Jackie PoleraSr. Branch Office Administrator- Dianne ZirkelBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:00PM |
| Mon | 09:00AM - 04:00PM |
| Tue | 09:00AM - 04:00PM |
| Tue | 09:00AM - 04:00PM |
| Wed | 09:00AM - 04:00PM |
| Wed | 09:00AM - 04:00PM |
| Thu | 09:00AM - 04:00PM |
| Thu | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:00PM |
| Mon | 09:00AM - 04:00PM |
| Tue | 09:00AM - 04:00PM |
| Tue | 09:00AM - 04:00PM |
| Wed | 09:00AM - 04:00PM |
| Wed | 09:00AM - 04:00PM |
| Thu | 09:00AM - 04:00PM |
| Thu | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
Monroe TwpFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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