March 28, 2024

Local financial advisor honored for performance

Mark Allen, who has been an Edward Jones financial advisor in Newton since 2004, was recently invited to attend the Edward Jones Managing Partner’s Conference April 19-21 in San Antonio, Texas. The prestigious annual event honors the top 400 of the firm’s more than 14,000 financial advisors.

Edward Jones Managing Partner Jim Weddle said, “This meeting allows our most successful financial advisors to network and enables them to learn about trends in the market and industry, and share new ideas on how to better serve clients, who are long-term individual investors. We discuss a multitude of topics, including how to provide an ideal client service experience.”

“It’s rewarding and extremely beneficial to spend time with our firm’s visionaries and colleagues who are so accomplished,” Allen said. “I know I’ll return energized and with lots of fresh ideas to share with my clients.”

This is the fourth time Allen has been invited to this event.