Financial Focus: Local Councilor Edward Jones Qualifies For Leaders’ Conference | Independent perspectives

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Michael Paolino, financial advisor to Edward Jones in South Kingstown, qualified for the 2021 chief financial advisor conference at the company. This achievement recognizes and celebrates financial advisors who are among the leaders in the financial services firm and provides important industry updates, best practices and ideas to help them serve more individual investors in their communities. .
âThese financial advisors have demonstrated extraordinary discipline, commitment and work ethic,â said John Rahal, an Edward Jones partner responsible for the firm’s recognition events. âWhile this conference will be held virtually this year, we look forward to recognizing and celebrating these financial advisors for their hard work and the exceptional service they provide to our clients. ”
The conference will take place September 7-10.
âI am honored to be recognized as a leader of Edward Jones’ financial advisors,â said Paolino. âI share this honor with clients who have trusted me to help them achieve their life goals. This level of success only happens when you have exceptional support. Our team allows me to devote my time and attention to the implementation of financial solutions for our clients.
Christy Cihat and Jennifer Dunn work with Paolino. This is the 7th time that Paolino has attended the conference.
Edward Jones was recently ranked # 1 for investor satisfaction with full-service brokerage firms, according to the JD Power 2021 Full-Service Investor Satisfaction Study in the United States (SM), a declared the company. The study measures overall investor satisfaction with 24 full-service investment firms based on seven factors, including product offerings; problem resolution; convenience; digital experience; financial advisers; value; And confidence.
The company obtained 770 overall satisfaction points, 38 points above the industry average. Edward Jones also had the highest trust score; convenience; and problem solving.
âWe are extremely honored to be named by investors as providing the highest level of satisfaction, especially during a year of challenge and volatility,â said Edward Jones Managing Partner Penny Pennington. âWe are constantly looking for ways to improve our service experience and deepen relationships while pursuing our goal of improving the lives of our clients and colleagues and, together, benefiting our communities and society. ”
Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the United States and, through its subsidiary, in Canada. Every aspect of the company’s business, from proposed investments to branch locations, is aimed at individual investors. The company’s nearly 19,000 financial advisors serve more than 7 million clients and handle $ 1.6 trillion in assets under management. Visit edwardjones.com or the recruitment site at careers.edwardjones.com. SIPC Member
The 2021 Full-Service US Investor Satisfaction Study is based on responses from 4,392 investors who make some or all of the investment decisions with a financial advisor. The study was conducted from December 2020 to February 2021. For more information, visit jdpower.com/price.
This article was written by Edward Jones for your local financial advisor Edward Jones, Michael Paolino MBA, CFP, AAMS – 24 Salt Pond Rd, Unit D3, South Kingstown, RI 02879. Suite 401-783-7548; [email protected]
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