LSM Familiar Faces Receive Accolades for Client Service Excellence

Congratulations to Financial Advisor Ed Turbush, CFP LSM '10 and current board member and to Senior Branch Office Administrator Carrie Kelly, a member of LSM's current 2014 program

Edward Jones Branch Associates in Hollywood Honored for Client Service Excellence, Attend National Conference
 

Ed Turbush

Senior Branch Office Administrator (BOA) Carrie Kelly and BOA Lynn Taylor have been honored for their client service excellence. Carrie and Lynn work in the office of Financial Advisor Edward Turbush, CFP. The office has consistently been in the top 10 offices in the nation, and achieved the top position in Client Service Excellence in the firm's approximately 12,000 branch offices for 5 of the last 6 months. They recently received the top Client Service award in the region for the 3rd consecutive year. These honors were bestowed based upon the results of a survey in which random clients were asked to rank the service they received from the staff of their local Edward Jones branch office. The survey identified Turbush, Kelly and Taylor as providing some of the most exemplary client service within the firm.

 

As a result of their continued service excellence, for the second consecutive year Carrie has been invited to represent the office at the national Branch Office Administrator's Managing Partner's Conference in November at the firm's headquarters in St. Louis. The three-day meeting will pool more than 350 of Edward Jones' BOAs to collectively recognize and reward their client service excellence, as well as take time to pinpoint the critical activities necessary to provide excellent client service.

 

Carrie Kelly

As an added accolade, Carrie was asked to be one of 3 speakers chosen from the group, and will address the attendees to discuss some of the practices used in the office to achieve top client service. Her presentation will be taped and played in branch offices throughout the country so that all BOAs will have the opportunity to learn from Carrie and her 2 fellow speakers.

 

Edward Jones provides financial services for individual investors in the United States, and through its affiliate, in Canada. 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 12,000+ financial advisors work directly with nearly 7 million clients to understand their person goals -- from college savings to retirement -- and create long-term investment solutions 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 today.

 

In January 2013, for the 14th year, Edward Jones was named one of the best companies to work for by FORTUNE magazine in its annual listing. The firm ranked No. 8 overall. These 14 FORTUNE rankings include 10 top-10 finishes, consecutive No. 1 rankings in 2002 and 2003, and consecutive No. 2 rankings in 2009 and 2010. FORTUNE and Time Inc. are not affiliated with and do not endorse products or services of Edward Jones.

 

Mr. Turbush is engaged in the community's financial literacy efforts as well. Have you seen his show on Metrocast Channel 10? Click here for a clip.