Readers of The New Journal have selected Edward Jones as the recipient of the 2019 Florence’s Finest Finance Company Award. Readers also chose Wendell Jones of Edward Jones as the 2019 Florence’s Finest Financial Planner.
Edward Jones, a Fortune 500 firm, provides financial services for individual investors in the United States and, through its affiliate, in Canada.
Edward Jones has three branch offices in Florence: Wendell Jones, 602 Coit St.; Janelle Walters, 140 West Evans Street, Suite 201; and Nicole S. Hupfer, 1949 B. Hoffmeyer Road.
Wendell Jones opened Florence’s second Edward Jones branch in 1995. He became a limited partner with Edward Jones in 1997 and was named a principal with the firm in 2006.
His business philosophy is simple.
“We believe it is important to work together with you to understand what is most important to you,” Jones said. “By fully understanding your goals and comfort with risk, I can help develop a comprehensive plan to achieve those goals. I will partner with you, your family and related professionals like your CPA, and estate attorney, to ensure your plan helps you arrive at your financial destination.”
Jones earned a master's degree from Clemson University in 1999 and received Certified Financial Planner Board of Standards certification.
Branch office administrators Hilda Hutto and Jodee Sears have a combined 27 years of experience.
“We provide highly personalized service,” said Jones, “All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.”
The branch offers a variety of services, including annuities, business retirement plans, IRAs, common stocks, income manager accounts, estate and trust services, fixed income investments, investor education programs, mutual funds, and more.
Contact Wendell Jones at (843) 661-6441, Janelle Walters at (843) 669-9229, Nicole S. Hupfer at (843) 667-9168, or visit www.edwardjones.com