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Edward Jones Financial Advisor Alexis Winder recently qualified for the Edward Jones recognition conference, Momentum, which celebrates the contributions and achievements of 406 of the most successful financial advisors from the firm’s more than 20,000. The event was held May 19-22 in Dallas, Texas and included financial advisors from both the U.S. and Canada.
“This is a great honor to be recognized for the success of my practice and the experience my team and I deliver to our clients,” Winder said. “The opportunity to collaborate with the leaders of the firm and with other successful Edward Jones financial advisors in North America is an incredible resource for us to continue providing value for our clients.”
The Momentum conference recognizes high-achieving financial advisors who have embraced the momentum it takes to build and sustain a successful practice through leadership, service, advice and guidance. Attendees are immersed in learning opportunities and a collaborative environment designed to propel them to even greater heights.
To determine the list of attendees, criteria was developed to recognize those that are increasing their impact through deeper client relationships while sustainably growing their practice over the past three years. In keeping with the firm’s culture and spirit of partnership, there was not a set number of attendees for the conference. Instead, every financial advisor who met the criteria qualified to attend, thereby keeping the focus on operational and service quality.
Edward Jones is a leading financial services firm serving clients across North America, with operations in the United States and Canada.