Local Edward jones client support team qualifies for recognition conference

Published 6:56 pm Thursday, November 14, 2024

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FROM STAFF REPORTS

Edward Jones Financial Advisor Kyle Mims announced that his client support teammate qualified for the firm’s invitation-only Ignite conference in St. Louis, Missouri. The conference hosted client support team professionals from 400 client-focused branches across North America, out of the firm’s nearly 16,000.

“Building personal relationships with our clients is critical to helping them reach their goals. I am continually impressed at how well Debra knows every one of our clients and who and what are important to them,” Mims said. “It’s no surprise to me that she was recognized.”

Branch member Debra Hayes, senior client support teammate, attended the conference which took place on Sept. 9 and Sept. 12.

“Our client support teams play critical role in developing deep, trusted relationships with our clients and their families while balancing the needs of busy, succeeding branches,” said Kelly Crisp, the Edward Jones principal who leads Client Support Team Advancement. “The work they do makes a tremendous difference in the experience of our clients.”

Edward Jones is a leading North American financial services firm with 20,000 financial advisors as of Nov. 4. The firm serves more than 8 million clients with a total of $2.2 trillion in client assets under care as of Sept. 27. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues and together, better communities and society. Through the dedication of the firm’s approximately 54,000 associates and its branch presence in 68 percent of the U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at Edwardjones.com and its recruiting website can be found at Careers.edwardjones.com.