Local Edward Jones team is recognized
Apr 13, 2014 | 365 views | 0 0 comments | 5 5 recommendations | email to a friend | print
Paul Hickman, a financial advisor with the financial services firm Edward Jones, and Dawn Dixon, a branch office administrator, in Cleveland recently attended an invitation-only recognition in St. Louis, Mo.

The three-day Strive Top 150 is offered to 150 branch teams throughout the country that demonstrated the most significant 12-month growth in meeting investors’ financial needs. Hickman and Dixon were among the 150 branch teams, out of more than 2,000, invited to attend this session.

“At the Strive Top 150 event, we were able to collaborate on client service strategies with other successful branch teams and gain the most current insights from industry experts,” Hickman said.

“Dawn and I were able to tailor some of the training to focus on areas of our business that we want to further develop or expand.”

Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work.

The firm’s 12,000-plus financial advisers work directly with nearly 7 million clients to understand their personal goals — from college savings to retirement — and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy.

Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.