David H. Lavelle qualifies for Edward Jones' Inaugural Financial Advisor Leaders Conference

David H. Lavelle, an Edward Jones financial advisor in Cleveland Heights, qualified for the firm's inaugural 2011 Financial Advisor Leaders Conference.

This conference was created to recognize financial advisors who are among the leaders in the financial services firm. The conference also will provide additional training to help them serve more individual investors in their communities.

Lavelle was one of only 290 financial advisors who qualified out of the firm's more than 12,500.

The 2011 conference will be held in May at the firm's headquarters in St. Louis, Mo.

Lavelle acknowledges that the success of his branch office would not be possible without a strong team. Working with Lavelle is Kathy Korsch.

"Qualifying for this conference shows a tremendous amount of discipline, commitment and work ethic," says John Rahal, an Edward Jones partner responsible for Financial Advisor Training and host of the conference.

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 12,500-plus financial advisors work directly with nearly 7 million clients to understand their personal 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.

Edward Jones, which ranked No. 11 on FORTUNE magazine's "100 Best Companies to Work For" in 2011, is headquartered in St. Louis. The Edward Jones web site is located at www.edwardjones.com, and its recruiting web site is www.careers.edwardjones.com. Member SIPC.

Kaye Lowe

Kaye Lowe is the executive director of the Cedar Fairmount Special Improvement District.

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Volume 4, Issue 4, Posted 3:16 PM, 04.07.2011