Hoffman attends top advisers summit
| By The Wilson Daily Times, N.C. | |
| McClatchy-Tribune Information Services |
"It was an honor to attend the event and engage with other financial advisers who share the same focus on serving individual investors," said Hoffman. "I'm excited to take what I've learned back to my clients and my firm."
The Top 100 Financial Advisers in the U.S., as ranked and published in
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees attended workshops that explored current issues from business development ideas, managing client accounts and families to portfolio management and retirement planning.
Hoffman's branch is located at 3305-A Nash Street NW. For more information, call Hoffman at 252-291-7714 or visit www.edwardjones.com.
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(c)2014 The Wilson Daily Times (Wilson, N.C.)
Visit The Wilson Daily Times (Wilson, N.C.) at www.wilsontimes.com
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