Executive Director Glenna Phelps-Aurich (second from right) presented the Business of the Week honor the Pam Werner (second from left) branch of Edward Jones and Senior Branch Office Administrators Amanda Steele (left) and Connie Schott (right).
In January 2000 the Edward Jones Branch office of Pam Werner opened at 1319 West Main St, Sterling.
While working as a Registered Dietitian, Pam began investing with her dear friend and Edward Jones Financial Advisor, Tom Ritzdorf. It was during this time she discovered her keen interest in personal finance and Pam left her job in health care in 1999, being recruited by Tom.
Pam says, “I had always been a goal setter for myself and others. My biggest desire was to help people change their lives for the better and to make a difference. So in 1999 I thoroughly researched the opportunities and was fortunate enough to be trained and hired by a company that always puts the client first, Edward Jones.” Pam Werner started as an Edward Jones Financial Advisor in 2000.
Connie Schott, Senior Branch Office Administrator joined her in April 2000 and Amanda Steele, Senior Branch Office Administrator has been with the branch since January 2013.
Beginning as a Financial Advisor in January 2000, Pam became a limited partner with the firm in 2003. The Werner branch office ranks in the top 3% of the firm. Out of the firm’s more than 18,500 advisors Pam’s branch has been ranked in the top 400, qualifying Pam for the Edward Jones Managing Partner’s Conference the last three years.
At this prestigious conference top advisors gather for three days to discuss best practices and how to improve service to clients. Every year since 2014 Pam has also been invited and attended the Barron’s Top 100 Women’s Advisor Summit.
In 2015 Pam was nominated by her peers to receive the Edward Jones Spirit of Caring Award which recognizes financial advisors who exemplify the values, spirit and culture of giving back.
Their team’s goal for every family they work with is to gather and organize their wealth, help them grow and protect it and assist them with transferring it to the ones they love and cherish the most.
Werner's branch office staff uses an established process where they meet face to face with their clients and their families and work to build personalized strategies to help them achieve their goals and partner with them throughout their lives to keep them on track to reach their goals.
Their focus areas include: Retirement Income and Savings Strategies; Estate and Legacy Planning; Insurance and Annuities; Charitable Giving and Education Savings.
Their entire branch team - Pam, Connie and Amanda - are committed to this community and the wonderful hard working people that live here.
Volunteering and giving back are important to them and they are involved in the following community organizations: The Alzheimer’s Association; American Cancer Society Relay for Life; each of their churches; Logan County Economic Development; Rotary; Sterling Community Fund and Sterling Regional MedCenter board of trustees.
Pam has held numerous leadership roles over the years. Currently Connie holds a Regional leadership role as Culture of Compliance BOA and Amanda is the Region Events Coordinator.
Join us in congratulating
Pam Werner/Edward Jones
as the Chamber of Commerce’s Business of the Week.