Kevin Marleau of the financial services firm Edward Jones in Terrace recently won the firm’s exclusive Spirit of Caring Award designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back.
Jim Weddle, the firm’s managing partner, calls Kevin a leader in the firm and an example of what a dedicated Edward Jones financial advisor can achieve.
“Kevin has demonstrated unyielding dedication to giving back to his clients, community, other financial advisors, branch teams and their regional network,” Weddle said.
Marleau said he is honored to receive the award.
“Edward Jones is a partnership. That structure is not just financial, it’s a philosophy,” Marleau said. “We work together, help each other and all share in the rewards of working with long-term individual investors. That brings out the best in everyone.”
Kevin was one of only 213 financial advisors out of the firm’s more than 12,000 to receive the award.
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-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.
In January 2013, for the 14th year, Edward Jones was named one of the best companies to work for byFORTUNE 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.