Getting your Trinity Audio player ready...

Edward Jones Financial Advisor Bill Greenwald of Andalusia recently qualified for the firm’s Managing Partner’s Conference to be held May 11-12, 2023, in Scottsdale, Arizona.

The conference celebrates the contributions and achievements of 400 top financial advisors from among the firm’s nearly 19,000.

During the two-day conference, attendees will have 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, with our 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.”

This will be the 24th time Greenwald has been invited to attend the conference.

“This is a real honor. It’s a testament to the trust clients have put in our branch and to the value my branch team has put on delivering exemplary service. This opportunity to collaborate with the leaders of the firm and with my peers is an incredible resource for us to continue providing value for the clients we serve,” Greenwald said.

Greenwald’s office is located at 3 East Court Square in Andalusia.

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. For more information call 334-222-5806.