Edward Jones team participates in trainingPublished 8:37am Monday, April 1, 2013
From News Release
Roy Parker, a financial advisor with the financial-services firm Edward Jones in Washington, and Dee Borrelli, a branch office administrator, recently attended an invitation-only training opportunity at the firm’s headquarters in St. Louis.
The two-day Custom Forum is offered to less than 1,000 branch teams throughout the country, those that rank among the firm’s most successful in helping clients work toward their long-term financial goals. Parker and Borrelli were among the 150 branch teams, out of more than 10,000, invited to attend this session.
“At the Custom Forum, we strengthened our knowledge and skills by sharing ideas with other successful teams and attending training from home-office experts, all of which will directly translate into helping our clients meet a growing number of financial needs,” Parker said. “Dee and I tailored some of the training to focus on areas of our business that we want to grow.”
Borrelli added, “Attending this training together has allowed us to strengthen our team approach to serving our clients. With our new insights on communication, efficiency and available resources, we are now even better equipped to deliver an ideal client experience to every client.”
The firm is consistently recognized for delivering industry-leading training. Earlier this year, Edward Jones was ranked No. 15 on Training magazine’s “2012 Training Top 125” list – its 12th consecutive appearance on the prestigious list.
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 advisors 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.
Edward Jones is headquartered in St. Louis. The Edward Jones website is located at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.