Financial Advisor Fanny Cruz of Edward Jones Receives Accredited Asset Management Specialist(SM) Designation
By: Edward Jones
AMBLER, Pa. - May 26, 2020 - PRLog -- Financial Advisor Fanny Cruz of the financial services firm Edward Jones in Ambler, Pennsylvania has achieved the professional designation of Accredited Asset Management Specialist(SM)
Fanny Cruz successfully completed the Accredited Asset Management Specialist, or AAMS®, Professional Education Program from the Denver-based College for Financial Planning. Those who complete the program, pass a final exam and sign a code of ethics and disclosure form earn the AAMS® designation.
This advanced training offers investment professionals the hands-on information needed to provide comprehensive financial services. Study topics include understanding the asset management process and understanding asset allocation and strategies.
Fanny, who also has a Ph.D. in Managerial Economics says this certification will help her to better serve her clients. "My clients are very special people who understand they are stewards of the resources they have been entrusted." – Fanny says – "They want to enjoy independence and full choices when they will retire. I also help them to visualize their retirement because happiness is much more than wealth. When you will work with me, I will take the time to understand what is most important to you, and I will work through an established process to help you reach your goals."
Fanny Cruz's office is located at 11 E. Butler Ave, Ambler PA 19002.
Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of its branch offices, caters to individual investors. The firm's 18,000-plus financial advisors serve more than 7 million clients and care for $1.3 trillion in assets under management. Visit our website at edwardjones.com and recruiting a website at careers.edwardjones.com. Member SIPC.