Kathryn "Kat" Colvin, an Edward Jones financial adviser in Lakewood, still remembers the day she decided to join the financial services firm. That was five years ago.
"After learning how Edward Jones financial advisers were required to meet many members of a community before even being able to open an office, I knew this was the right firm for me," Colvin said. "Personal service for individual investors is key to the success and longevity of Edward Jones, and I'm proud to be celebrating five years of representing those values."
"I've enjoyed doing business the old-fashioned way - in person," Colvin said. "And I am looking forward to many more years serving the investment needs of my friends, neighbors and business associates."
Edward Jones, a Fortune 500 company, 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 13,000-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, diversified portfolio. 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.
Headquartered in St. Louis, Edward Jones ranked No. 4 overall in FORTUNE magazine's 2014 100 Best Companies to Work For ranking.