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Jenny Pace
Financial AdvisorPhone NumberEmailLocation

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2321 Whitney Avenue
Suite 502
Hamden, CT 06518
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Phone: 203-287-9266
Toll Free: 877-344-0499
Jenny.Pace@nullbenjaminfedwards.com

 

My Approach

Benjamin F. Edwards & Co. puts its clients first. That’s why I decided to join this firm and its Hamden office in 2018.

I’ve been in the financial services business for a number of years, and found myself impressed with this firm’s investment product and service depth and the personalized service the firm offers – to our clients, as well as for us as advisors. There are no sales quotas or call centers here – in fact, the executives answer their own phones and respond quickly to my questions. That means I am able to stay focused on what really matters – my clients.

The outstanding service and informed investment knowledge offered by Benjamin F. Edwards & Co. means I am able to offer my clients a holistic approach to their investments. Whether they are just starting to save money, or are well on their way, I am able to provide sound investment advice and guidance as we work together to put aside money to send a child to college, prepare an estate plan that helps transfer wealth efficiently from one generation to the next, or save for a secure and fulfilling retirement.

For me, it’s all about making my clients feel comfortable. It’s hard to discuss finances. I understand that. As we get to know each other, I’ll ask a lot of questions and listen to the answers. From there, we’ll put together a financial plan – together. We’ll then put it into action. From time to time, we’ll check in on our progress, and discuss any fine tuning that needs to take place. After all, life changes – and so too do our financial priorities.

My clients know that regardless of what life deals them, I’ll be there – backed by the strength of Benjamin F. Edwards & Co. – to adjust their financial plan accordingly. This is what makes being a financial advisor so exciting and why I come to work each day. Stop by our Hamden, Conn., office or give me a call today. Let’s see how we can work together.

My Experience

I started my financial services career in 2004 and today concentrate on retirement and estate planning.

I grew up in the mountains and surrounding foothills of Yosemite National Park, CA.  I now reside on the shoreline of CT with my husband Michael and my daughter Mikayla.  When life and work allows I can be found singing blues and jazz with various musicians… including, at times, my husband Michael!

When I am not working or spending time with my family, I serve as a passionate Rotarian. I originally joined because my father was a polio survivor and the organization was committed to eradicating the illness worldwide. Today, I love being involved and participating in the organization’s numerous initiatives that have such a tremendous impact on our community and our world.

My Education

California State University – Chico, Bachelor of Arts in Theatre Performance, Business minor