Local financial advisor wins Spirit of Caring award

Published 8:58 pm Monday, June 23, 2014

From Edward Jones
Kelly O. Crisp of the financial services firm Edward Jones in Washington, NC recently won the firm’s exclusive Spirit of Caring Award designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back.
Jim Weddle, the firm’s managing partner, calls Crisp a leader in the firm and an example of what a dedicated Edward Jones financial advisor can achieve.
“Kelly has demonstrated unyielding dedication to giving back to her clients, community, other financial advisors, branch teams and their regional network,” Weddle said.
Crisp said she is honored to receive the award.
“Edward Jones is a partnership. That structure is not just financial, it’s a philosophy,” Crisp said. “We work together, help each other and all share in the rewards of working with long-term individual investors. That brings out the best in everyone.”
Crisp was one of only 226 financial advisors out of the firm’s more than 13,000 financial advisors to receive the award.
Edward Jones, a FORTUNE 500 company, 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.