FINANCIAL ADVISOR
Katrina M Cheng

I always had a special connection to my grandfather. He was the only member of our family with a university degree (until I came along), and he spent his career as an accountant, which is also where I started my career. My grandfather spoke fondly of his Edward Jones financial advisor. Their relationship started with a knock at his door, and over the years it grew into a trusted partnership that spilled over to include his children and grandchildren. The advisor was also there when the time came to settle my grandfather's estate, and remains an important contributor to our...