Local Financial Advisor Honored For Performance
May 31, 2023 | View PDF
Edward Jones Financial Advisor Nick Lonski, Sidney, recently attended the firm’s Managing Partner’s Conference, which celebrates the contributions and achievements of 400 top financial advisors from among the firm’s nearly 19,000. The conference was held May 11-12 in Scottsdale, AZ.
During the two-day conference, attendees had the opportunity to interact with and learn from firm leaders, confer on timely topics and share best practices for serving clients.
“Our financial advisors work with clients to understand what is most important to them, creating unique plans for success based on needs and circumstances. These 400 financial advisors are phenomenal practitioners of this approach, having achieved their level of success by helping clients realize the goals they’ve set for themselves and their families,” said Chuck Orban, an Edward Jones principal, responsible for the firm’s recognition events. “We remain committed to creating value for those we serve, without purpose as our foundation: to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.”
Edward Jones is a leading financial services firm 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 $1.7 trillion in client assets under care at the end of March 2023. 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 52,000 associates and our branch presence in 68% of U.S. counties, 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. Member SIPC.