Sonia Rebollo McCloskey came to the United States after representing her country of Spain in the 1988 Olympics in Seoul, South Korea. With only $200 in her pocket and still in her teens, her family told her that going to America was her best opportunity for education and success. She lived with a host family and worked her way through college and eventually began a career in college recruiting with assignments overseas. In 2009, she left this position to seek a new challenge, but uncertain as to what that would be.
Upon leaving her position, she had acquired a small 401(k) account that needed to be transferred. “Not knowing what to do with such a thing, I went into this Edward Jones office and asked if they knew what a 401(k) was and if they could help me,” said Sonia. The financial advisor suggested that they set a time to meet. She also suggested that if Sonia was married, perhaps her spouse would like to join. “When my husband and I returned the next day, I was so impressed. Both the financial advisor and her assistant were so polite and accommodating. They seemed generally interested and wanted to make sure that I received their full attention. We learned so much more than just what a 401(k) was!”
“Edward Jones has taught me to listen better. Everyone’s story and purpose are different. Most firms cater to your ego, not to your heart. Here, we lead with our hearts, and it’s made me a better person.”
-Sonia Rebollo McCloskey, Financial Advisor
As Sonia jumped into her job search, she kept thinking about her Edward Jones experience. It just seemed like such a good match for Sonia’s talents. She knew she would have to learn investing, but she also knew she had all the other elements for success. “I wasn’t afraid. I knew if I could have the same discipline I had as an athlete, I could be successful at this too. After all, what’s hard about showing people how they can meet their goals?”
Since joining Edward Jones in 2010, Sonia has held several leadership roles within the firm in addition to managing a successful practice in the Denver area. She attributes much of her success to what Edward Jones has taught her about compassion. As she says, “Edward Jones has taught me to listen better. Everyone’s story and purpose are different. Most firms cater to your ego, not to your heart. Here, we lead with our hearts, and it’s made me a better person.”
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