Events & Sponsorships

Local Financial Advisor Honored for Performance

posted on May 7, 2018

RandyGershmanRandy Gershman, who has been an Edward Jones financial advisor in Marshfield since 1987, attended the Edward Jones Managing Partner’s Conference April 17-19 in Phoenix, AZ. The prestigious annual event honors the top 400 of the firm’s more than 16,000 financial advisors. The three-day meeting pools Edward Jones’ most successful financial advisors for a discussion with Jim Weddle, Edward Jones’ managing partner, on issues facing the firm and the financial services industry as a whole. “It’s rewarding and extremely beneficial to spend time with our firm’s visionaries and colleagues who are so accomplished,” says Gershman. “I’ve returned energized and with lots of fresh ideas to share with my clients.” This is the 7th time Gershman has attended this event.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm’s business, from the investments its financial advisors offer to the location of its branch offices, caters to individual investors. The firm’s 16,000-plus financial advisors serve more than 7 million clients and care for $1 trillion in assets under management. Visit the firm’s website at www.edwardjones.com and its recruiting website at www.careers.edwardjones.com. Member SIPC.

Contact: Randy A. Gershman, 715-387-8662