Financial Advisors Joseph Kidwell and Branch Office Administrator Cindy Taylor of the financial services firm Edward Jones in Tulsa recently received the firm’s first-ever Client Service Excellence award.
“The Client Service Excellence award is special because it is a direct reflection of the relationships we have with our clients,” says Kidwell.
“Joe and Cindy are outstanding members of the Edward Jones team,” says Managing Partner James D. Weddle. “While all of our associates understand the value of client service, it’s obvious that they have been striving to provide the best service for their clients.”
Kidwell also recently won the firm’s exclusive Century Award and the Jack Phelan Award for outstanding performance. Weedle calls Kidwell a leader in the firm and an example of what a dedicated Edward Jones financial advisor can achieve.
“Joe has demonstrated unyielding dedication and enthusiasm for his business,” says Weddle. “Joe has reached a benchmark in his career that deserves recognition and the awards provide that recognition. I am proud to call him an Edward Jones financial advisor.”
Kidwell says that he is honored to receive the award.
“I am one of those fortunate people who get to make a living doing something I truly enjoy. This industry is always challenging and sometimes difficult, but I enjoy helping the people of Tulsa meet their financial goals. It is a pleasure to be recognized for my work.”
Edward Jones provides financial services for individual investors in the United States and, through its affiliates, in Canada and the United Kingdom. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm’s 10,000-plus financial advisors work directly with more than seven million clients to understand their personal goals, from college savings to retirement, and create long-term investment strategies that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available.