Bringing Wall Street to Main Street isn’t just a motto for financial advisors at Edward Jones Investments, it’s a business philosophy. From its training programs to its commitment to inclusion and diversity, the brokerage firm is setting the standard for female advisors in the financial services industry, and Seminole County’s Maria Fair and Madison Wilkinson are leading the way.
Under the leadership of Penny Pennington, the first female managing partner in the 97-year history of Edward Jones Investments, Maria and Madison guide investors as they outline and implement long-term investment plans.
“We are dedicated to working with our clients throughout their lifetime,” Maria says from her Winter Springs office. “Our first question is: ‘What is meaningful to you?’ Based on your answer, we establish your financial goals, help you reach those goals, and monitor and adjust along the way because what’s meaningful to you today will likely change over the course of your life.”
Helping investors from all communities, cultures, and backgrounds achieve those goals is another important facet of the Edward Jones Investments philosophy.
“We are fortunate to live in a community that values diversity,” says Madison, who serves clients from her Casselberry office. “It is critical that we acknowledge different cultures and diversity in thought to achieve successful outcomes for our clients.
This is something every Edward Jones Investments advisor is committed to understanding and embracing as we design the best financial strategy for each client.”
Known throughout Winter Springs as an accomplished veteran in the field, Maria, an Edward Jones Investments limited partner, is dedicated to fostering inclusion and the advancement of women in the industry by mentoring new financial advisors like Madison, who recently opened her branch in Casselberry.
“Edward Jones Investments is unique because the corporate culture encourages all of our advisors to work together as a team,” Maria says. “By supporting our neighbor advisors as they grow their businesses, we ensure that our community has access to extensive resources and professional counsel. This philosophy has allowed us to serve clients as they develop their investment portfolios for more than 97 years.”
“People are sometimes afraid to meet with a financial advisor to discuss retirement saving or life insurance because they think they need a lot of money to begin investing,” Madison says. “We’re here to tell you, you don’t need a lot of money to get started. You just need a goal!”