“Our branch team invests our time in getting to know our clients while helping them work toward their long-term financial goals,” Dutton said. “To be recognized for providing this high level of client service is quite an honor.”
As one of only 53 branch teams chosen, Dutton, Wright and Wesson were selected to attend Edward Jones’ Drucker Conference at the firm’s headquarters in St. Louis, Mo.
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.
The two-day meeting pooled 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.
Dutton said that being invited to the conference is not only an honor, but also a chance to freshen ideas for building a successful practice where enhancing client service is of utmost importance.
Edward Jones provides financial services for individual investors in the U.S. and, through its affiliate, in Canada. The firm’s 12,000-plus financial advisors work directly with nearly seven million clients to understand their personal goals and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy. In January 2012, for the 13th year, Edward Jones was named one of the best companies to work for by Fortune Magazine in its annual listing. The firm ranked No. 5 overall and No. 3 in Large Size Companies. These 13 Fortune rankings include top 10 finishes for nine years, consecutive No. 1 rankings in 2002-03 and consecutive No. 2 rankings in 2009-10. Fortune and Time Inc. are not affiliated with and do not endorse products or services of Edward Jones.
The Edward Jones website is www.edwardjones.com, and its recruiting website is careers.edwardjones.com. Member SIPC.