Gretchen Morse knows the value of a comfortable pair of shoes. That’s because she has been pounding the pavement, ringing doorbells and knocking on doors in Presque Isle.
Morse is a new financial advisor for the financial-services firm Edward Jones, and her door-to-door visits demonstrate the Edward Jones way of doing business – face to face.
“At Edward Jones, we don’t expect anyone to invest with us until they know our investment philosophy,” Morse said. “I believe I have a responsibility to understand the unique financial needs of each and every client, and that’s why I’m paying them personal visits.”
Before a new Edward Jones financial advisor even can open an office, she must spend several months knocking on doors and introducing herself to the residents and businesspeople in the community.
“That’s one of the things that drew me to this firm,” Morse said. “Edward Jones values the individual investor and understands that people still want to do business with someone they know and trust.”
Morse also had to complete one of the most rigorous training programs in the financial-services industry, enduring three months of 10-hour days, six days a week.
And although she is well-versed in the technical aspects of investments, the training isn’t over. Edward Jones places a lot of emphasis on continuing education, and its financial advisors train literally throughout their careers.
“I know my clients want a financial advisor who is up to speed on investments and someone they know. That’s why we do things the way we do at Edward Jones,” Morse said.
Edwards Jones provides financial services for individual investors in the United States and through its affiliates in Canada and the United Kingdom. Ever aspect of the firm’s business, form the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm’s 10,000 – plus financial advisors work directly with more than 7 million clients to understand their personal goals – from college savings to retirement – and create long-term investment strategies that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.
Edward Jones is headquartered in St. Louis. The Edward Jones interactive Web site is located at www.edwardjones.com, and its recruiting Web site is www.careers.edwardjones.com.
For information, contact Morse at 764-0802.