Benjamin Coakley

Principal, Wealth Advisor
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Areas of Expertise

Goal Alignment

Qualifications & Experience

  • BS in Marketing, Clemson University
Jefferson City, MO

Media

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Words to Live By

The two most important days in life are the day you were born and the day you find out why.
Mark Twain

Client Experience Professionals

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Team Members

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About

Ben is a seasoned advisor and business development leader with over two decades of experience in the financial services industry. He currently serves as Director of Business Development at The Waypoint Company and The Pharmacy Insurance Group, where he specializes in supporting pharmacy professionals with integrated solutions that address both personal wealth and business needs.

With deep roots in the medical and pharmacy communities, Ben brings a thoughtful, strategic approach to every relationship. He helps clients navigate the financial complexities unique to healthcare professionals — from planning for business growth to preserving long-term personal wealth.

Over the course of his career, Ben has played a key role in expanding The Waypoint Company’s presence and impact in the health and wealth care industry. His work is grounded in partnership, insight, and a genuine commitment to delivering lasting value to the clients he serves.