Local resident joins Edwards Jones team

Published 7:02 pm Thursday, October 2, 2008

Dixie Neumann recently joined the local office of the

financial-services firm Edward Jones as a branch

office administrator trainee. Neumann has lived in the Valley for 18 years.

The title of branch office administrator was adopted for this position

at Jones because of the wide range of responsibilities associated with

the job.

“A branch office administrator is not only responsible for the daily

operation of the branch but also must provide top-level client service

and marketing support for my activities,” said Elaine Webber, local

investment representative for the firm.

“On a given day, Dixie’s activities could include processing client

trade transactions, providing clients with receipts for money and securities,

and assisting in the planning of seminars and special promotions.”

Neumann must successfully complete the firm’s in-depth training

program within six months in order to graduate from the trainee

designation into the position of branch office administrator. The program consists

of online modules that are grouped into study weeks. Each study week

ends with a test; there is also a midterm and final exam.

Webber said she was impressed not only with Neumann’s office

skills and efficiency but also with her knowledge of the community. “I know

she will be a terrific asset to our team as we strive to provide our clients

unparalleled personal service,” Webber added.

Neumann is a native of DeMoines, Iowa. She joined Jones after

working as a senior citizen advisor in the Valley. “I am so excited to become a

part of this firm, which has earned the respect and trust of so many

members of our community,” she said.

Neumann is involved in Rotary and the Chamber of Commerce.

With more than 5,000 offices in all 50 states, including two in the

Valley, Edward Jones is the largest financial-services firm in the nation in terms

of offices.

Plans are under way to expand to 10,000 offices in the next decade.

Yet, Jones is the only firm that serves individual investors exclusively,

offering a variety of investments including certificates of deposit, taxable and

tax-free bonds, stocks and mutual funds. The firm traces its roots to 1871

and today serves nearly 3 million clients.

Edward Jones’ interactive Web site is located at www.edwardjones.com.