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See how Citi is taking steps to help mitigate the effects of the pandemic, from helping clients to providing relief through funds to frontline healthcare workers, organizations such as No Kid Hungry and more. Despite the pandemic limiting options for group events, Citi was determined to do our part through meaningful volunteerism. The Citi Plex Account is a new digital checking and savings account built to make managing money simpler, smarter and more rewarding. Community Development Financial Institutions do more than provide capital, they level the playing field for communities and populations at risk of being left behind. Market attention has focused on the bearish potential return of the U.

Alex gant edward jones investments comvest investment partners iv cranford

Alex gant edward jones investments

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Louis University in Mike serves on the board of Benjamin F Edwards Inc. He resides in Saint Louis with his wife Susan of 29 years. They have three children: Griffin daughter-in-law Allyson , Mason, and Hayden. In , Gina Dickerson joined Benjamin F. In , she moved to Branch Services where, as a transition specialist, she now plays a key role in opening new branches and assisting financial advisors and their staff transition to the firm. When not opening offices, she continues to provide ongoing support to existing branches.

Gina Dickerson began her financial services career in when she was hired as a trade associate to work on the A. Edwards trading desk. In that capacity, she received, processed, and executed live equity orders. Previously she spent three years in real estate and 15 years as an operations manager at American Express in the corporate travel division, where she led a team of more than employees, developed and maintained client relationships and handled budgeting.

Joining the firm in , he is charged with the sharing of best practices among advisors, managers and branch personnel. His delivery is done primarily via branch visits and training events. Each interaction is tailored to the needs of individual advisors and where they want to take their business. Additionally, Brett manages a variety of product and service marketing materials and securities research content. Brett has an established background in analytics and reporting and has served in project management, training and development, marketing support, in-person sales and customer service roles.

Outside of work, he enjoys playing the drums, golfing, hiking and spending time with his wife and three children. Moises has 5 years of experience in finance across a range of industries. Edwards, Moises worked as a Financial Analyst at Harris County Public Health where he created financial models and business intelligence dashboards. His most recent experience before joining Benjamin F. When Colleen Johnson came aboard with Benjamin F. Edwards, a firm she joined in Today, she applies that knowledge as she helps transferring managers and financial advisors with the transition process, providing training on a variety of day-to-day aspects of the business.

Gina began her career working for A. The early stages of her career were within the Operations Division and particularly the Margin Department which gave her a vision of broad knowledge into the entire industry. Gina came to Benjamin F. After many years in operations Gina accepted a position in the Branch Division working as a Branch Transition Specialist for 3 years.

Assisting in opening new branch offices and transitioning advisors into existing offices at Edwards was most rewarding as our firm continues to grow. Seeing the smiles on the FA and client faces as they walk into the door for the first time is the most gratifying feeling you can have in the industry. Jim joined Benjamin F.

Edwards, Jim initially worked in Operations and then accepted a position in Compliance as a sales practice associate. In , Jim moved to the Branch Division Manager Review team and assisted regional managers with their supervisory responsibilities of producing branch managers. Jim is a graduate of the University of Missouri — St. Louis and currently holds his Series 7, 8, 24, 63 and 65, and insurance licenses.

Phone: Email: jane. With more than 30 years of legal experience, she has worked for nearly 27 years in a legal capacity in the financial services industry. Her practice has included representing and counseling clients in civil litigation, enforcement matters, internal investigations, compliance, and general corporate affairs.

Jane joined Benjamin F. Goldenhersh of the Illinois Supreme Court. Julie is associate vice president and branch manager supervision administrator of Branch Services at Benjamin F. With over 25 years of financial services industry experience, Julie has held positions as branch operations supervisor, margin clerk, and branch operations trainer where she provided branch office support by opening new branch offices as well as personnel training in existing offices.

More recently, she was a special projects administrator where she produced various reference materials for branch personnel, assisted branch managers with training and managed the advisor retirement transition. Outside of work, Julie likes to stay active, enjoys traveling and cooking. Ann joined Benjamin F.

She is part of a team that is responsible for all trade-related activities for equities, mutual funds, options, precious metals, and unit investment trusts. In addition, she assists with new issue syndicates. Previously, Ann served in a similar role as a trader on the Chicago Board of Trade CBOT focusing on fixed income, equities, grains and metals in both futures and options markets.

She worked mostly with institutional traders and money managers. Ann is a graduate of St. Outside of work she enjoys spending time with her family and is a Certified Scuba Diver. Philip has more than 11 years of investment banking experience, including experience in mergers and acquisitions, equity raises and debt financing transactions for companies across a wide range of industries. Bob is associate vice president in the sales practice and communications approval areas of the Compliance department at Benjamin F.

Since joining the firm in , his responsibilities include reviewing communications, branch office inspections, training supervisors and maintaining firm policies and procedures. Bob has more than 30 years of experience in the financial services industry, including insurance sales, all areas of operations and compliance.

He has worked with insurance companies, options clearing companies and broker-dealer firms. Bob has his Series 4, 7, 8, 24, 63 and 65 licenses. Bob enjoys spending time with his family and his hobbies include playing golf, tennis, cycling and reading. Debi joined Benjamin F. Louis-based law firm. During that time, she developed marketing, branding and advertising pieces ranging from print collateral pieces to large scale trade show exhibits, web design and multi-media communications campaigns.

In addition, Debi has extensive experience in brand strategy having developed product and packaging for national and international recognized brands. Outside of work, Debi enjoys marathon running, endurance cycling, and working out at a local CrossFit gym with her husband and son. In addition, Debbie develops and manages a variety of product and service marketing materials and related projects.

With over 16 years of financial industry experience, Debbie held a similar role as a financial planning associate where she gained valuable experience preparing analysis, illustrations, and projections using financial planning software and applications to evaluate the current financial position of clients. Joining the firm in , she is responsible for client onboarding which includes the production and process of reviewing new accounts, document processing and account maintenance.

In addition, she monitors performance, analyzes and implements new or updated applications required for processing. With more than 18 years of operations experience in the financial services industry, Brooke served in a similar role as a new accounts specialist. Most recently, she worked as an escalation analyst in the Account Opening and Maintenance areas.

In that capacity, she researched and resolved issues that occurred during the account opening process, made recommendations for process improvement, and helped with the conversion to a new operating system for the area. Outside of work, she likes to spend time with her family, watch sports and listen to music. Julie is vice president and branch manager supervision administrator of Branch Services at Benjamin F. With over 30 years of experience in the financial services and banking industries, Julie has held positions as assistant branch manager and client associate.

She holds her Series 7, 9, 10, 66, and insurance licenses. Outside of work, Julie likes to spend time with her family — especially her two granddaughters. She also enjoys reading and traveling. Client Access Enter search text. Our People Our client-centric philosophy is best demonstrated by our team of talented professionals who share a passion for client service. Meet the team. Standing ready to help you succeed. Martin W. Marty holds Series 7, 8, 24, and 63 securities licenses.

Learn more about Branch Services. Executive Vice President, Director of Branches. Cynthia L. Allen Cole. Christopher M. Thomas H. Douglas D. Doug currently serves as an independent director on the board of a publicly traded REIT. Bill J. Neal J.

Roland H. Mark P. Lois M. Peter A. Bruce L. Buerkle Senior Vice President and Manager, Securities Research The ability to deliver knowledgeable and timely investment ideas — especially for equity investors — is one way of adding value for the client.

Elaine Conway. David Frank. Theresa A. Craig Harrison. William Hornbarger. Marc Kessler. Kim S. Landry Senior Vice President and Manager, Advisor Development and Growth Kim Landry has established a distinguished track record of accomplishment over the course of her financial services career, which began in Yari A. Eric Loy. Peter McCarthy. Matt Muckler. Shelby Schagrin. Shelby Schagrin Managing Director and Co-Head of Investment Banking Shelby has more than 30 years of investment banking experience with a focus on middle market companies and their owners.

Shelby has also taught finance at St. Louis University. Daniel J. Katelyn Stevens. Yvonne Trentman. Yvonne holds the Series 7, 8, 24, and 63 licenses. Joanne M. Joel A. Wiesehan Senior Vice President and Manager, Fixed Income Corporates, preferreds and municipals — Joel Wiesehan has traded them all throughout his year career as a fixed income trader. Jerry Wingbermuehle. Jeffrey R. Todd Brandstadt.

David W. Libby Romack. Libby has three boys who fill her life with a great deal of joy. Craig Schermerhorn. Stephen Appelbaum. Pam Bunn. Wayne Grace, Sr. Mark Keller. Michael Medart. Kevin Barbeau. Cam Becker. Robert Bedenikovic. Laura Blomstrom. Associate Vice President and Manager Accounting. Renee Bohall. Brad Chapman. Sam Chisholm. Karen Clines. Bernice Crenshaw. Dawn Danforth. Robert Daniel. Brian Davis. Lisa Davis. Gina Dickerson. Vice President, Branch Relationship Administrator.

Rob Donaldson. Corporate Communications Creative Manager. Anne Ecker. Brett Edwards. Adela Finerty. Business Process Improvement, Project Manager. Michael Fitzgerald. Annuity and Life Insurance Processing Specialist. Charlotte Foley. Chris Foster. Sales and Supervisory Practices Associate. Nick Frigerio. Susan Frigerio. Terri Frigerio. Moises Garza. Moises Garza, Investment Banking Associate.

Byron Goodrich. Associate Vice President and Marketing Associate. Justin Harder. Josh Hayes. Vice President, National Branch Development. Chad Haynes. Asha Heard. Jay Herman. Ben Holman. Lou Howell. Thomas Hudson. Chris Husted. Keith Isenberg. Casey Jackson. Colleen Johnson. Vice President, Branch Supervision Associate.

Monica Keziah. Zak Komoromi. Marty Kyler. Alex Lam. Nina Law. Gina Lawlor. Sharon Lesch. Christie Lively. Glen Magparangalan. Jared Marr. Bret Martin. Jim Masterson. Vice President, Branch Supervision Specialist. Jane Matoesian. Julie McCallister. Ann McLaughlin. Erica McPherson. Philip Metzger. Philip Metzger Vice President - Investment Banking Philip has more than 11 years of investment banking experience, including experience in mergers and acquisitions, equity raises and debt financing transactions for companies across a wide range of industries.

He lives in St. Louis with his wife and two children. Alexander Minder. Tim Moran. Nicole Morgan. Carla Munton. Lisa Murphy. Michael Oelkers. Daniel Parish. Bob Patrick. Adam Peiffer. Debi Pickler. Debbie Placke. Brian Politte. Stacey Regan. Michelle Reilly. Cheryl Renth. Gregg Richter. Joe Riley. Chris Robert. Brooke Romero. Kayla Ross. Michael Ross. Alex Sanchez. Sheila Satterfield. Jennifer Schultze. Maggie Shank. Daniel Singer. Diane Singler. Lori Smith. Vanessa Somerville.

Vice President and Manager, Human Resources. Kristen Southerland. Vice President, Manager, Advisory Operations. Michele Tanner. Gwen Taylor. Dani Thornton. Chris Trovitch. Brian Turntine. Chuck VanGronigen. Marlyn Van Meter. Allison Washausen. Peggy Webb. Aaron Wilkerson. Travis Wilkinson. With many physical locations around the United States, Edward Jones is able to provide a personal approach to their clientele in the communities they serve.

Before working with an advisor, investors are wise to research Edward Jones reviews and history. Edward Jones is a full-service brokerage firm founded in Some of the services they provide include investment advice and retirement planning. They built their seven-million-strong clientele by placing locations in communities all around the United States and Canada. Edward Jones has more than 41, financial advisors and other employees located in more than 16, branches around the country.

In summary, Edward Jones attempts to be the advisor next door, so to speak. They seek to build long-term relationships built on trust with clients. They tend to use mutual funds and use a basic model of building diversified portfolios for clients saving for retirement and other long-term goals. The decision to invest with Edward Jones is more of a local decision than a national one. In different words, you need to trust the brokerage firm but it is the local advisor that should be trusted first.

Even if the brokerage firm is reputable, investors should have a good working relationship with their advisor. One of the first questions you should ask a prospective advisor of any kind is: How do you get paid? One way Edward Jones gets paid is through revenue sharing with their network of mutual fund companies.

Edward Jones is a big user of load mutual funds, such as American Funds , which has a large selection of mostly high-quality mutual funds. It's important for investors to know that these funds have various pay structures through different mutual fund share classes. These can be front-load funds, back-load funds, or load-waived funds with 12b-1 fees. However, Edward Jones does not consistently or completely invest client assets in no-load funds , which may be more advantageous for investors than load funds that have sales charges.

It's important for investors to understand mutual fund fees before investing, no matter their trust level with the advisor. Although Edward Jones is generally a highly regarded brokerage firm looking out for the interests of the Main Street investor, their history is not without scandal or complaints from clients. For example, in , Edward Jones was hit with allegations that it didn't disclose important conflicts of interest.

In the case, it was found that Edward Jones allegedly failed to communicate to clients that the funds being recommended to them were selected, not through a rigorous fiduciary screening, but because the funds offered Edward Jones payment.