Monticello Live

Lee Busby, an Edward Jones financial advisor in Monticello, recently returned from the firm’s 2019 Financial Advisor Leaders Conference which was held May 14-17 at the firm’s headquarters in St. Louis.  This conference recognizes financial advisors who are among the leaders in the financial services firm and provides additional training to help them serve more individual investors in their communities.

Busby was among the top 5% of financial advisors in the firm who qualified out of the more than 18,000 financial advisors for Edward Jones in the U.S. and Canada.  “Qualifying for this conference shows a tremendous amount of discipline, commitment and work ethic,” says John Rahal, an Edward Jones partner responsible for the firm’s recognition events.

Busby acknowledges that the success of his branch office would not be possible without a strong team.  “This level of achievement only occurs when you have outstanding support,” he said.  “Our team makes it possible for me to focus my time and attention on implementing financial solutions to our clients.”  Working with Busby are Karen Withers, Kedran Handly and Penny Sturgis.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and through its affiliate in Canada.  Every aspect of the firm’s business, from the investments its financial advisors offer to the location of its branch offices, caters to individual investors.  The firm’s 18,000-plus financial advisors serve more than 7 million clients and care for $1 trillion in assets under management.  Visit our website at edwardjones.com and recruiting website at careers.edwardjones.com             Member SIPC.

This entry was posted on Wednesday, July 3rd, 2019 at 12:41 am and is filed under Business. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.