Submitted by Edward Jones
Jeff Kopp, a financial advisor with the financial services firm Edward Jones, and Kathy McLaughlin, a branch office administrator, in Lacey recently attended an invitation-only recognition in Tempe, Ariz.
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. Kopp andMcLaughlin were among the 150 branch teams, out of more than 11,000, 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,” Kopp said. “Kathy 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 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.
In January 2013, for the 14th year, Edward Jones was named one of the best companies to work for by FORTUNE Magazine in its annual listing. The firm ranked No. 8 overall. These 14FORTUNE rankings include 10 top-10 finishes, consecutive No. 1 rankings in 2002 and 2003, and consecutive No. 2 rankings in 2009 and 2010. FORTUNE and Time Inc. are not affiliated with and do not endorse products or services of Edward Jones.
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.
