Local Edward Jones Branch Team Qualified for Recognition Conference

Edward Jones Financial Advisor Jon Kaplan announced that Dena Virgulto, the Senior Branch Office Administrator in their office, recently qualified for the Branch Team Support Conference, which recognizes and celebrates the contributions of branch office administrators and registered branch associates in some of the firm's most successful offices.

"Branch team support members are the heart of our branch teams and masters at building deep, trusted relationships with clients and their families while balancing the needs of busy, efficient offices," said Kelly Crisp, an Edward Jones principal who leads Client Support Team Strategy. The Edward Jones principal who serves as the Voice of Branch Team Support Members, Gail Childs, added, "We celebrate this talented group attending the firm's recognition conference for their desire to grow and learn in order to balance the demands of supporting a successful practice and providing excellent client service."

The conference brought together teams from more than 400 branch offices across the U.S. and Canada on Sept. 12-13 in St. Louis, Mo. Over the two days, they will have the opportunity to hear from firm leaders and share ideas with their colleagues.

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 $1.8 trillion in client assets under care at the end of June 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.edwardjones.com. Member SIPC.


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