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Edward Jones Financial Advisor Frank Aswad recently qualified for the Edward Jones recognition conference, Pinnacle, which celebrates the contributions and achievements of the 205 top financial advisors from the firm's more than 19,000. Qualifiers met multiple criteria including the success of their branch and client feedback. The event will be held April 23-26 in Orlando, FL, and includes financial advisors from both the U.S. and Canada.

"I'm incredibly honored to be attending the firm's Pinnacle conference, and I anticipate great things from the learning and networking opportunity it offers," Aswad said. "There's nothing like connecting one on one with some of the most talented people at Edward Jones who bring their experiences and best practices from all across North America. I'll be looking for new ideas that I can carry back to my team and our clients."

Pinnacle is reserved for those who have achieved the highest level of firm recognition. Attendees will have the opportunity to closely interact with firm leaders and one another, sharing ideas and feedback on how the firm can continue to grow its impact for its clients, colleagues and the communities it serves.

"At Edward Jones, our vision for the future is about growing our impact and creating new value for those we serve. The 205 financial advisors attending Pinnacle are leading the way in helping us realize our vision," said Chuck Orban, the Edward Jones principal responsible for the firm's recognition events. "I always look forward to the engagement and learning that comes out of spending quality time with our financial advisors who are true masters at building deep client relationships and leading highly successful branch teams."

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's more than 19,000 financial advisors serve more than 8 million clients with a total of $1.9 trillion in client assets under care at the end of December 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 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, 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.

 

Contact: Frank Aswad

Phone: 817-581-5811

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