Dan Shannon of the financial services firm Edward Jones recently won the firm's coveted Ted Jones Prospecting Award, which recognizes financial advisors who achieve high levels of success early in their careers. Shannon was one of only 1,367 of the firm's more than 18,000 financial advisors to receive the 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.
"It's truly an honor to be recognized for building relationships with those clients we serve," Shannon said. "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."
Dan's office is located at 313 East Center Street in Mebane.
Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of its branch offices, caters to individual investors. The firm's 18,000-plus financial advisors serve more than 7 million clients and care for $1 trillion in assets under management. Visit our website at edwardjones.com and recruiting website at careers.edwardjones.com. Member SIPC.