Mahopac, N.Y. (June 27, 2017) – Tom Casey of the financial services firm Edward Jones in Mahopac recently won the firm’s Ted Jones Entrepreneurial Award for hisexceptional achievement in building client relationships.
“The success of Tom hinges on his ability to know and understand the financial needs and goals of his clients, long-term individual investors,” said Jim Weddle, the firm’s managing partner. “Our clients most appreciate recommendations tailored to their situations and the high level of personal service Tom provides.”
“It’s truly an honor to be recognized for building relationships with those clients we serve,” said Casey. “And it is also quite inspirational to receive an award named after a firm legend such as Ted Jones who was so innovative and recognized the need for quality financial advice for long-term individual investors.”
Casey was one of 831 of the firm’s more than 15,000 financial advisors to receive the Ted Jones Entrepreneurial Award.
The award is named after Ted Jones, the son of the firm’s founder. He became the firm’s 18th financial advisor in 1948 and served as managing partner from 1960 to 1980. Ted Jones saw the opportunity to serve individual investors in communities across the country and designed the one-financial advisor branch business model. He valued the concept of partnership so much so that he provided ownership opportunities for associates to share in the firm’s success, a practice still alive today.