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September 15, 2014 Newswires
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Hoffman attends top advisers summit

The Wilson Daily Times, N.C.
By The Wilson Daily Times, N.C.
McClatchy-Tribune Information Services

Sept. 15--Edward Jones financial adviser Kim Hoffman of Wilson recently attended the annual Barron's Top Financial Advisors Summit, hosted by Barron's magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held Sept. 8-10 in Orlando, Florida.

"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 Barron's magazine, is the basis for the Top Financial Adviser's Summit, and the advisers are chosen based on the volume of assets overseen by the advisers and their teams, revenue generated for the firms and the quality of the advisers' practices. The top 100 are comprised of advisers from major security firms and independent operations.

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.

___

(c)2014 The Wilson Daily Times (Wilson, N.C.)

Visit The Wilson Daily Times (Wilson, N.C.) at www.wilsontimes.com

Distributed by MCT Information Services

Wordcount:  234

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