Local Edward Jones Client Support Teammates Qualify For Recognition Conference

Edward Jones Financial Advisor Nick Lonski has announced that his client support team professionals will attend the invitation-only Pinnacle conference, Edward Jones› premier recognition conference for client support teams. The conference, in Scottsdale, AZ, from Sept. 16-19, will bring together 200 top client support teams (or 1.25%) from the firm›s nearly 16,000. Qualifying branch teams were judged on the success of their branch, client feedback and more. The Pinnacle conference for financial advisors was held in April, which Lonski attended.

Attending the Pinnacle conference from the branch are Associate Financial Advisor Beth Verhasselt and BOAs Ashley Anvik, Ashley Volkman, and Janelle Jensen.

"I'm so proud of our team. They have an incredible work ethic, a dedication to the success of our clients and contagious enthusiasm," Lonski said. «The outstanding skills and support they provide is paramount to the level of success that qualified us to attend the Pinnacle conferences.»

The Pinnacle conferences are held to recognize and celebrate a high level of success in sustaining a successful practice, leadership and top-notch client service. Over three days, the high-achieving client support teammates from the U.S. and Canada who attend Pinnacle will interact with firm leaders and one another, sharing ideas and feedback on how the firm can continue to grow its impact for its clients, colleagues and the communities it serves.

"Our client support teams are at the heart of our deep trusted relationships with clients, which is a hallmark of our approach to doing business," said Kelly Crisp, Edward Jones principal, who leads Client Support Team Advancement. "By bringing our Pinnacle client support team professionals together at a conference uniquely designed for them, we have the opportunity to recognize their successes, learn from their best practices and offer new insights that can further enhance them in their roles. I'm excited to spend quality time with these energetic and impactful professionals."

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's more than 19,500 financial advisors throughout North America serve more than 8 million clients with a total of $2.1 trillion in client assets under care as of June 28, 2024. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence in 68% of 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 is careers.edwardjones.com. Member SIPC.