Notable Financial Advisor Hire:
Edward Jones Welcomes Experienced Financial Advisor
$375M Financial Advisor Warren Anderson Joins for Tailored Support and Access to Tech
Edward Jones is pleased to welcome experienced Financial Advisor Warren Anderson, CFP® to the firm. With 25 years of industry experience gained from providing financial planning, wealth management and retirement planning solutions, Anderson will serve clients in Littleton, CO, more completely through deep personal relationships and comprehensive financial advice.
Anderson, who previously managed $375 million in client assets, looks forward to leveraging Edward Jones’ digital initiatives and virtual business enablement tools to help support and guide clients toward their financial goals based on their unique priorities.
“I can rely on the firm’s robust tools and resources while also tapping my local and home office colleagues for tailored support and mentorship.”
Warren Anderson, Financial Advisor
“Edward Jones has an impactful, two-pronged support system for its financial advisors: I can rely on the firm’s robust tools and resources while also tapping my local and home office colleagues for tailored support and mentorship,” said Anderson. “I’m impressed by Edward Jones’ $1 billion investment in technology infrastructure as it continues to provide flexibility, autonomy and choice by providing its financial advisors resources to support their clients.”
Anderson’s focus will be on delivering comprehensive financial strategies to clients, specifically helping clients prepare for retirement and other goals, as well as helping retirees to optimize their retirement funding strategy. His efforts will be complemented by Edward Jones’ dedication to enhancing its long-term growth objectives and purpose to improve the lives of its clients, colleagues and communities.
Previously, Anderson served as Wealth Advisor at Charles Schwab, working with retail investors. Prior to that, Anderson was a financial consultant at Schwab, advising clients on a broad range of financial issues. He received a bachelor’s degree in international affairs from the University of Colorado-Boulder.
Anderson will be joined by Senior Branch Office Administrator Debbie West and thousands of Edward Jones colleagues, supporting his efforts from home office locations across the country.
If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.
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