Our Edward Jones branch is dedicated to providing exceptional client service. We take the time to understand what's important to you, then establish retirement and estate considerations by applying investment, income and wealth preservation strategies. We try to make this intimidating process an easy one for you.
In 2003, I started my career with Edward Jones in Fredericksburg. Since then, our team has helped clients navigate some of the most important life events they've experienced. These life events are pivotal moments for our clients, and we are there each step of the way to help out. Whether our clients are transitioning into retirement or leaving behind a legacy they worked hard for, our deep understanding of what is important to them is paramount to providing guidance.
Our branch office administrators have over 45 years of experience helping our clients. Bridgette Zanella, Jean Lowery and Christine Wolinski help ensure our office provides an elite level of client service. Bridgette, Jean, Christine and I are limited partners of the firm.
In 2018, our branch had the distinct honor of being asked to lead over 60 branches throughout Northern Virginia. With this responsibility comes the mission to help Edward Jones branches make an impact on clients' lives throughout the region.
During my professional career, I earned the AAMS™ designation in 2008. In 2016, I attained the ChFC® designation. In 2021, I was named to Forbes/Shook America's Next Gen Wealth Advisors rankings. More information on the rankings can be found at https://www.forbes.com/top-next-gen-advisors. I was named among the 2022 Forbes Best-in-State Wealth Advisors ranking. [Source: Forbes.com – April 2022; data as of 6/30/21]"
I enjoy being active in the community and have served on the board of the Community Foundation as the Investment Committee Chair, and I am currently president. I reside in Spotsylvania County with my wife, Stephanie, and children, Austin and Natalie.
- Estate & Legacy Strategies
- Wealth Strategies
- Charitable Giving
- Intergenerational Planning
- Insurance & Annuities
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberBen Maxwell at (540) 701-0735
|Mon||08:30AM - 04:00PM|
|Tue||08:30AM - 04:00PM|
|Wed||08:30AM - 04:00PM|
|Thu||08:30AM - 04:00PM|
|Fri||08:30AM - 04:00PM|
- Web Conferencing
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