Ben T. Jolly, CFP®, AWMA®

Ben T. Jolly, CFP®, AWMA®

Financial Advisor

Phone: 703.288.8547
Fax: 703.893.4595
E-mail:

As a Financial Advisor, Ben focuses his practice on two specialized markets where he performs an intensive review process to help his clients identify and focus on their financial goals. This process forms the basis for all future financial strategies and recommendations.
 
One of Ben's core areas of interest is assisting legal professionals concerned about preparing for their family's future financial needs including retirement, college funding and overall wealth accumulation. He also focuses on helping these type of clients protect against the unforeseen events that can severely impact a financial strategy. 

The second focus of Ben's practice consists of helping private business owners in the real estate and construction industries who are interested in reducing their tax liability through appropriate retirement strategies. Additionally, Ben helps these type of clients to prepare for their future business continuation needs and the attraction and retention of key employees through key employee and executive planning tactics.
 
Licenses and Designations
  Certified Financial Planner (CFP®)
  Accredited Wealth Management Advisor (AWMA®)
  FINRA Series 6, 7, 63, 65 Professionally Licensed
  Life and Health Insurance

Associations
  National Association of Insurance and Financial Advisors:
    Greater Washington Chapter (NAIFA)
  Washington and Lee University Alumni Association Board Member:
    D.C. Chapter

  Juvenile Diabetes Research Foundation

Success Breeds Success
Ben graduated from Washington and Lee University in 2002 with a Bachelor's Degree in Economics. After graduation, he began his career with John Hancock Financial Network where Ben's dedication to his client's success and professional development has not gone unnoticed. Starting out in the business, Ben became the top producing second-year agent in the country for John Hancock Financial Network. After earning a high level of success early in his career, Ben has gone above and beyond to become a multi-year qualifier for both the Million Dollar Round Table (MDRT) and John Hancock's ACE Awards. In 2010 Ben completed the American College's curriculum to earn his CFP® and AWMA® designations.

Ben currently lives in Bethesda, MD with his wife, Lauren, daughter, Morgan, son, J.P., and Golden Retriever, Charlie. While dedicated to his career, Ben spends his free time with his family and friends where he is devoted to his personal vision:

"never lose sight of being a husband to my wife, father to my children, and participating member of our community."