Shirley Willis Becomes Edward Jones Financial Advisor

Shirley Willis, who has been a branch office administrator in a LaBelle Edward Jones branch office for eight years, recently made a career move: to that of a financial advisor with the financial services firm.

“Edward Jones values the individual investor and understands that people still want to do business with someone they know and trust,” Shirley said. “I’ve chosen to pursue this path to help individual investors define their financial goals and work toward meeting them.”

Financial Advisor Joe Timm, with whom Shirley has been working, said he is proud of Shirley’s decision.

“Shirley has been responsible for the daily operation of this branch office and has done well providing top-notch client service, supporting my marketing activities and staying updated on technological advances,” Joe said.

Before a new Edward Jones financial advisor can even open an office, he or she must spend several months making face-to-face visits with the residents and business people in the community.

Shirley also must complete one of the most rigorous training programs in the financial services industry.

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 15,000-plus financial advisors serve more than 7 million clients and care for $1 trillion in assets under management. Visit the firm’s website at and its recruiting website at Member SIPC.

The Caloosa Belle is published every Thursday.

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