Financial Advisor Qualifies for Conference | Local business news

HICKORY – Steve Reese, a financial advisor to Edward Jones in Hickory, has qualified for the company’s 2021 Financial Advisor Leaders Conference.

This achievement recognizes and recognizes financial advisors who are among the leaders in the financial services firm, and provides key industry updates, best practices, and ideas to help them serve more individual investors in their communities.

“These financial advisors have shown tremendous levels of discipline, commitment and work ethic,” said John Rahal, an Edward Jones partner who is responsible for the company’s recognition events. “Although this year this conference will be held virtually, we look forward to recognizing and celebrating these financial advisors for their hard work and the exceptional service they provide to our clients.”

The conference will take place from September 8th to 10th.

“I am honored to be recognized as an Edward Jones Financial Advisor Leader,” said Reese. “I share this honor with the customers who have entrusted me to help them achieve their life goals.”

Reese recognizes that the success of its office would not be possible without a strong team.

“This achievement can only be achieved if you have excellent support,” he said. “Our team allows me to focus my time and attention on implementing financial solutions for our clients.”

Source link

About Paige McCarthy

Check Also

Financial Forum October 6, 2021

Meet the Fortune Financial Group Fortune Financial’s mission is to provide our customers with a …

Leave a Reply

Your email address will not be published. Required fields are marked *