• Local Edward Jones Financial Advisor Branch Team Participates in Advanced Training


    March 5, 2019

    Contact: Scott R Swinehart
    Phone # 231-652-3935

    Local Edward Jones Financial Advisor Branch Team Participates in Advanced Training
    Edward Jones Financial Advisor Scott Swinehart and Branch Office Administrator Chris Christie of Newaygo recently attended an advanced life insurance training opportunity at the firm's Tempe Campus in Phoenix.

    The two-day Insurance Partnership Program is offered to branch teams that are among the firm's most successful in helping clients work toward their long-term financial goals. To provide a more interactive and individualized learning experience, only 10 branch teams attend each session. Swinehart and Christie were one of the 10 branch teams, out of firm's more than 13,000 branch teams, attending this session.

    "Life insurance is an important way investors can protect their families' financial security. At the Insurance Partnership Program, we developed a better understanding of available insurance solutions to meet the individual needs of our clients,"  Swinehart said.

    " Chris and I also identified ways to provide clients with greater efficiency when processing insurance needs."

    Chris Christie added, "Attending this training together has allowed us to strengthen our team approach to serving our clients' protection needs. With our new insights on efficiency and available resources, we are now even better equipped to deliver an ideal client experience to every client."
    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 17,000-plus financial advisors serve more than 7 million clients and care for $1 trillion in assets under management. Visit our website at edwardjones.com and recruiting website at careers.edwardjones.com. Member SIPC.

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