Robert Caudle, a local Edward Jones financial advisor, has qualified for the company’s Financial Advisor Leaders Conference
This conference recognizes and celebrates financial advisors who are among the leaders in the financial services firm and provides important industry updates, best practices and ideas to help them serve more individual investors in their communities.
Caudle was among the 800 financial advisors who qualified out of the firm's more than 18,000 financial advisors in the United States and Canada.
The 2020 conference will be held in May at the Hyatt Regency Hotel in St. Louis.
"Qualifying for this conference shows a tremendous amount of discipline, commitment and work ethic," says John Rahal, an Edward Jones partner responsible for the firm's recognition events.
Caudle acknowledges that the success of his branch office would not be possible without a strong team.
"This level of achievement only occurs when you have outstanding support," he said. "Our team makes it possible for me to focus my time and attention on implementing financial solutions to our clients."
Working with Caudle are Beth Shearin, Donna Dunlow and Rose Harris.
Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the United States 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 18,000-plus financial advisors serve more than 7 million clients and care for $1 trillion in assets under management.