Edward Jones Investments is celebrating the first anniversary of its Cheraw office.
Stephen Fowler, an Edward Jones financial adviser in Cheraw since 2013, and Marie Whitaker, the senior branch office administrator with 10 years of experience with the firm, announced the milestone on Monday.
“After learning how Edward Jones financial advisers were required to meet members of a community before even being able to open an office, I knew this was the right firm for me,” Fowler said in a news release. “Personal service for individual investors is a key to the success and longevity of Edward Jones. That’s our basic principle.”
Whitaker said some financial services firms conduct business by phone and praised Edward Jones’ model of establishing branch offices so advisers can establish one-on-one business relationships with individual investors.
“I’ve enjoyed doing business the old-fashioned way — in person,” Fowler said. “And I look forward to many more years of serving the investment needs of my friends, neighbors and business associates.”
Fowler’s office is located at 224 Market St, Cheraw.
A Fortune 500 company, Edward Jones has more than 14,000 financial advisers working with nearly 7 million clients in the United States and Canada.