Crisp promoted to regional leadership position
From Contributed Reports
Monday, August 7, 2017
Kelly O. Crisp of the financial services firm Edward Jones recently received a promotion to the position of regional leader for the 149 region.
Crisp will now be responsible for the firm's branch offices in this region while continuing to help the people of her community with their investment needs.
“Our regional leaders have proved themselves to be outstanding in the financial services industry. They are role models for our financial advisors. I am proud to add Kelly to this group of individuals,” said Jim Weddle, managing partner at Edward Jones.
In addition to serving as a role model, the position of regional leader carries with it the responsibilities of serving as a sales leader, assisting new financial advisors and periodically visiting branch offices. Crisp also will be responsible for keeping company officials apprised of the financial needs and concerns of the people in her region.
Crisp said she is honored to be promoted to this position.
“I believe in this firm and its commitment to individual investors,” Crisp said. “I am ready for the challenge of sharing my experience and enthusiasm with our financial advisors in this region.”
Crisp has been with Edward Jones for 13 years.
Edward Jones, a Fortune 500 company, provides financial services for individual investors in the United States and through its affiliate in Canada. The firm's 15,000-plus financial advisors work directly with more than 7 million clients.