Benjamin P. Williams

Research & Development (R&D) | Food Science | Commercialization | Product Launch | Cross-functional Team Leadership | Technology Transfer | Project Management Office (PMO) | Transformation

Role
Financial Representative at Edward Jones
Location
New Rochelle, NY, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Benjamin P. Williams

After 15 years leading brands and teams at the director level in the CPG industry, I made…

Experience

  1. Financial Representative

    Edward Jones

    Mar 2025 — Present · New York, NY, US

    Every client\'s journey is unique — and so is the financial plan we can create together. My team and I are dedicated to helping individuals, families, and business owners navigate complex financial decisions with confidence and clarity. My role is to listen first, understand fully, and design strategies that reflect each client\'s goals, values, and dreams. My team and I provide guidance across a full range of planning areas, including:• Financial needs analysis and goal setting• Risk management strategies (life, disability, long-term care insurance)• Special needs financial planning• Retirement income strategies• Wealth accumulation and investment planning• Education funding solutions• Business continuity and succession planningI take pride in offering personalized service backed by a strong network of experienced specialists, ensuring my clients have access to the latest tools, strategies, and insights.

Education

  • Hamline University

    Masters, Business Administration and Management

  • Escuela Agricola Panamericana, Zamorano

    BS, Agricultural Engineering | Minor in Food Technology

  • Harvard University

    Graduate Certificate, Strategic Management

  • Escuela Agricola Panamericana, Zamorano

    Associate, Agronomist

  • University of Minnesota

    Masters, Food Science

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Benjamin P. Williams — Financial Representative at Edward Jones in New Rochelle, NY, US | Unifers