COLDWATER, MI (WTVB) – Financial Advisor Allison O’Connell of the financial services firm Edward Jones in Coldwater has received the Accredited Asset Management Specialist(TM), or AAMS, designation through the College for Financial Planning®.
Achieving this designation required in-depth study in the following areas:
Investment strategies
Risk, return, and investment performance
Asset allocation and selection
Tax-sensitive investment strategies
Investing for retirement
Executive compensation and other benefit plans
Insurance products
Estate considerations
Regulatory issues for advisors
Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada.
The firm’s more than 19,000 financial advisors serve more than eight million clients with a total of $2 trillion in client assets under care at the end of December 2023.
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