Written by Phil Cerroni
David Van Buskirk, a financial advisor with Edward Jones in Irving, and Brooke Bradley, Jennifer Hernandez and Sandra Henry, the branch office administrators, recently were honored by the firm for their performance and client service excellence.
Van Buskirk and Bradley, Hernandez and Henry were selected to attend Edward Jones' Drucker Conference at the firm's headquarters in St. Louis.
The two-day meeting pools Edward Jones' financial advisors and branch office administrators for discussions with the firm's management about issues from simplifying and serving complex client solutions to achieving work/life balance.
The Drucker Conference is named after the late Peter Drucker, perhaps the greatest management thinker of the 20th century. The author of several influential books including, "The Effective Executive and The Practice of Management," Drucker worked as a consultant to Edward Jones from the 1980s until his death in 2005.
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.
Source: Edward Jones