Benjamin W. Jones

Client Service Associate, Carter Financial Management  

Professional

Ben is a financial professional who assists Jonathan Meaney’s team in providing clients with ongoing financial planning and wealth management solutions. Ben’s 14 years of industry experience before joining Carter Financial ranges from retail banking to working with the Private Bank high net worth team at JP Morgan Chase. He assists with daily client interaction and supporting activities to ensure excellent customer service.

Education

Ben graduated from Texas A&M University with a Bachelor of Business Administration in 2005. He also earned his Master of Business Administration from the University of Texas at Dallas in 2019.

Personal

Ben lives in Dallas. He enjoys movies and live music and supports the Aggies and Dallas sports franchises. He also plays tennis, volleyball, and the occasional game of bocce ball.