Jack Kimball

Professional Approach

Jack focuses on creating a seamless client experience through strong communication, attention to detail, and efficient execution. He believes that clear, responsive service is essential to building trust, and he takes pride in ensuring that every client interaction is handled thoughtfully and thoroughly.

Background

Jack joined Benjamin F. Edwards in January 2026 and is based in Rhode Island, where he serves as a Financial Client Associate supporting Anne and the team. In this role, he works closely with clients and advisors to coordinate day-to-day operations, assist with account needs, and help ensure every interaction is handled with care and efficiency.

Prior to joining the firm, Jack gained experience through an internship with Corrigan Financial, where he worked with the investment team and developed a strong foundation in financial services. He also held roles as a staff member and caddie at several respected golf clubs, including Newport Country Club in Rhode Island and Wee Burn Country Club in Connecticut. These experiences strengthened his work ethic, communication skills, and commitment to providing high-quality service.

Jack is known for being highly client- and team-focused, with a strong emphasis on responsiveness, organization, and attention to detail. He takes pride in listening carefully, anticipating needs, and helping translate client requests into effective and timely solutions.

Areas of Focus

• Client Service & Relationship Support
• Account Coordination & Operations
• Client Communication
• Process Efficiency

Education

• Bachelor of Science in Financial Management, Salve Regina University
• Master of Business Administration (MBA), Finance Concentration, Salve Regina University

Outside the Office

Outside of work, Jack enjoys spending time with family, playing golf, staying active outdoors, and being with loved ones.