Washington advisor awarded for client relationships
Published 9:18 pm Sunday, July 10, 2016
Stuart O’Neal, of the financial services firm Edward Jones in Washington, recently won the firm’s Ted Jones Entrepreneurial Award for his exceptional achievement in building client relationships.
O’Neal was one of 793 of the firm’s 14,000 financial advisors to receive the Ted Jones Entrepreneurial Award.
“It’s truly an honor to be recognized for building relationships with those clients we serve,” O’Neal said. “And it is also quite inspirational to receive an award named after a firm legend such as Ted Jones who was so innovative and recognized the need for quality financial advice for long-term individual investors.”
The award is named after Ted Jones, the son of the firm’s founder. He became the firm’s 18th financial advisor in 1948 and served as managing partner from 1960 to 1980. Ted Jones saw the opportunity to serve individual investors in communities across the country and designed the one-financial advisor branch business model.
He valued the concept of partnership so much so that he provided ownership opportunities for associates to share in the firm’s success, a practice still alive today.
“The success of Stuart hinges on his ability to know and understand the financial needs and goals of his clients, long-term individual investors,” said Jim Weddle, the firm’s managing partner. “Our clients most appreciate recommendations tailored to their situations and the high level of personal service Stuart provides.”
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 14,000-plus financial advisors work directly with nearly 7 million clients.