Edward Jones Financial Advisor Nick Lonski has announced that his client support team professionals attended the invitation−only Pinnacle conference, Edward Jones’ premier recognition conference for client support teams. The conference, in Naples, FL from Oct. 6−9, brought together team members from 159 of the most successful client support teams from the firm’s more than 16,000. The corresponding Pinnacle conference for financial advisors was held in April, which Lonski attended.
Attending the Pinnacle conference from the branch were Associate Financial Advisor Beth Verhasselt and Senior Branch Office Administrators Ashley Anvik, Ashley Volkman and Janelle Jensen. “I’m excited for our team to celebrate their incredible achievements at Pinnacle. To have qualified for this conference is a tremendous honor,” Lonski said. “I’m grateful for this team’s contributions to our success, which I believe helps us make a positive difference in the lives of our clients.”
Over three days, these high−achieving client support team professionals from the U.S. and Canada interacted 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…