Southlake

Ben Jones

CFP®

Associate Wealth Advisor

1900 W Kirkwood Blvd, Suite 2500C
Southlake, TX 76092

Ben Jones
Ben Jones

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER professional

About Ben

As an advisor, Ben enjoys working with clients to determine their life goals and devising a roadmap to achieve them.

Prior to joining Buckingham Strategic Wealth, Ben was a financial advisor for Clintsman Financial Planning, a firm he joined in 2021. Before that, he worked for an independent wealth management firm in Dallas. There, he served high-net-worth clients, executives and business owners with their financial planning needs.

Ben graduated from Texas A&M University with a Bachelor of Business Administration in finance as well as a certificate in financial planning. He also has been awarded the CERTIFIED FINANCIAL PLANNER™ designation. Outside the office, Ben is active in the financial planning community and is a member of the Dallas-Fort Worth Financial Planning Association where he serves on the Career Development committee. He helped form the Texas A&M Financial Planning Alumni Advisory Board, which fosters the growth of the next generation of Aggie financial planners.

He is originally from East Texas, and currently resides in Dallas. Ben and his wife, Emma, attend White Rock Fellowship church. He enjoys tennis, skiing, traveling, landscaping, spreadsheets, Dallas sports teams and The Fightin’ Texas Aggies.

Book an appointment with Ben