portrait of Benjamin H Dodd

About Benjamin

With a keen focus on the investor, the family and the organization, my approach centers on getting to know my clients' unique stories and partnering with them throughout their journey. There are three main conversational focuses: where are you now, where would you like to be and how do we get there.

As an Edward Jones advisor, I leverage our firm's century-old legacy of expertise and innovation to structure tailored investment strategies and insurance solutions that help drive long-term success.

Some of my previous work experience includes: Habitat for Humanity (nonprofit), SOS Outreach (nonprofit), Vail Valley Partnership (regional chamber of...

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Charitable Giving
  • Wealth Strategies
  • Intergenerational Planning

Work History

  • Edward JonesJanuary 2023 to Current
  • Vail HealthJune 2021 to December 2022

Education

  • North Carolina State UnivBachelor of Arts

Personal Interests

  • Fishing
  • Community Outreach
  • Photography
  • Skiing
  • Golfing

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