Local Edward Jones branch team qualifies for BOA Conference

Published 1:34 pm Wednesday, August 10, 2022

Edward Jones Financial Advisor Dustin Jackson and his branch team member, Lori Roberts, recently qualified for the BOA Managing Partner’s Conference, which recognizes and celebrates the contributions of the firm’s branch office administrators (BOAs) and registered branch associates in some of the firm’s most successful branch offices.

Branch team members from 400 branches, of the firm’s more than 15,000, will come together Sept. 13-14 in St. Louis to share ideas and learn how they can continue to surpass client expectations. They will have the opportunity to hear from firm leaders and collaborate with each other, inspiring them to continue to serve at the highest level.

“We look forward every year to celebrating with branch office administrators and registered branch associates, recognizing the critical role they play in developing deep, trusted relationships with our clients and their families while balancing the needs of busy, successful branches,” said Gail Childs, an Edward Jones principal who leads Tailored Support and is the Voice of the BOA. “They personify our firm’s purpose: to partner for positive impact to improve the wellbeing of our clients and colleagues, and together, better our communities and society.”

This is the 4th time branch team members from Jackson’s branch qualified for this conference.

“We are honored to have qualified for this important conference, and we will return with new ideas for building value for our clients,” said Roberts. “As we enter our firm’s second 100 years in business, we feel a renewed sense of commitment to the partnerships with our clients and our branch team members.”

Jackson and Branch Office Administrator Lori Roberts can be reached at 423-543-7848. You may also visit Jackson’s website at Edwardjones.com/Dustinjackson.

Edward Jones, a FORTUNE 500 firm, provides financial services in the U.S. and through its affiliate in Canada. The firm’s nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.6 trillion in client assets under care. Edward Jones’ purpose is to partner for a 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 50,000 associates and our branch presence in 68 percent of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them.