Firm thought leaders
With nearly 100 years of experience helping people achieve their financial goals in the U.S. and more than 25 years in Canada, Edward Jones knows a few things about successful investing and how world events and consumer attitudes impact our global economy. Here are a few examples of the timely topics our leaders are talking about:
Penny Pennington
Managing Partner
Thought Leader In:
- Financial services leadership
- Leadership lessons from COVID-19
- Workplace of Belonging
- Trust-leadership connection
- Living well in retirement
- Survive or thrive
“As businesswomen, we have a choice in how we spend our career and in fact, our lives. We can simply survive – or we can thrive. To thrive we must embrace our passions and proclaim them boldly and bravely, never disqualify ourselves when an opportunity presents itself, and never say no to the things that terrify us.”
Penny Pennington
Managing Partner
Ken Cella
Principal – Branch Development
Thought Leader In:
- Client Experience
- Client Centricity
- Goals-based Advice
- Protection
- Journey to Significance
“Clients want – and deserve – to have it all. Savvy advisors tailor everything they do to clients’ needs for a personalized, engaging experience combining personal attention, technology, data and analytics; and a commitment to stay engaged over their clients’ lifetimes.”
Ken Cella
Principal – Client Strategies Group
David Gunn
President, Edward Jones Canada
Thought Leader In:
- Goals-based financial advice
- Living well in retirement
- Empowering and educating female investors
- Leveraging a growth mindset and continuous learning
- High performance teams and talent development
"Canadian families deserve more – a trusted financial advisor that will support them throughout their lives with goals-based advice, quality products and an exceptional client experience."
David Gunn
President, Edward Jones Canada
Frank LaQuinta
Principal – Information Systems
Thought Leader In:
- Technology
- Digital client experience
- IT Talent recruitment/ development
“We are a human-centered organization that is also a technology leader. Our technology tools are designed to enhance the experience we know clients want—to be informed, understood, in control, secure. We are always innovating on behalf of our clients and communities.”
Frank LaQuinta
Principal, Information Systems
Suzan McDaniel
Principal, Chief Human Resources Officer
Thought Leader in:
- Learning and talent development
- Associate experience
- Culture and associate well-being
- Diversity, equity and inclusion
"Making a positive impact in the lives of our clients, colleagues and communities starts with the care and support we provide our associates to address their own physical, emotional, financial and social well-being. We believe that by creating a place of belonging and supporting the continuous growth and development of our colleagues, we're creating an environment where everyone has the potential to thrive."
Suzan McDaniel
Principal, Chief Human Resources Officer