The Edward Jones team in the Vinton branch office has much to celebrate. This year marks Financial Advisor Dean Studer's 30th anniversary, branch team member Becky Kruckenberg's promotion and the firm's recognition by J.D. Power for client satisfaction.
Anniversary - For the past 30 years, Studer has served clients and the community from his Vinton branch office, partnering for positive impact to help improve the wellbeing of his clients and colleagues, and to better the Vinton community and society. Studer also is a long-time member of the Kiwanis Club.
Promotion - Also in the branch, Studer announced recently that Becky Kruckenberg was promoted from Senior Branch Office Administrator to Registered Branch Associate. In this new role, she will assist Studer with changes and updates to clients' goals, portfolios, objectives and suitability. By understanding the recommendations Studer makes for clients, Kruckenberg will prepare portfolio proposals for him and assist by contacting clients to review those recommendations.
Client Satisfaction Award - In April, Edward Jones ranked highest in investor satisfaction, according to the J.D. Power 2021 U.S. Full-service Investor Satisfaction Study. The study measures overall investor satisfaction with 24 full-service investment firms based on seven factors including product offerings; problem resolution; convenience; digital experience; financial advisors; value; and trust.
"It's been a great honor to serve the Vinton community these 30 years, building relationships with clients and setting the financial path that helps them live their best lives," Studer said. "For 16 of those years, Becky has been by my side, helping to deliver the quality service that fosters long-term relationships, and this promotion is well deserved. The J.D. Power recognition we've received as a firm is especially meaningful because it demonstrates that the appreciation for the relationships we build is mutual."
Studer is one of 400 Edward Jones financial advisors to be invited to the firm's Managing Partner's Conference, held virtually this year. The conference recognizes and celebrates the contributions and achievements of some of Edward Jones' most successful financial advisor.
The Vinton Edward Jones team is rounded out by Branch Office Administrator Katlyn Mayhew, who joined the branch in September 2020 with a professional background in the financial industry.
The branch office is located at 204 1st Avenue in Vinton.
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 offered to the location of branch offices, caters to individual investors. The firm's nearly 19,000 financial advisors serve more than 7 million clients and care for $1.6 trillion in assets.. Visit edwardjones.com or the recruiting website at careers.edwardjones.com. Member SIPC.