REGION – Edward Jones is building a better future, one relationship at a time.
The firm, which has been operating for over 100 years, has been built on creating long-lasting, strong relationships between financial advisors and clients. In Central Massachusetts, two financial advisors – Lisa Casillo, based in Worcester, and Dan Tenore, based in Hudson – have demonstrated that in this business, the personal touch makes all the difference.
Edward Jones has over 19,000 financial advisors in the U.S. and Canada, and potential clients can take an online survey that suggests financial advisors with specific skills and areas of expertise. From there, clients can choose the advisor with strengths in their particular area of need, and the financial advisor is able to develop strategies for each individual client.
“Everybody’s experience is tailored. It’s very accessible to sit down with an Edward Jones advisor – face to face, over the phone. We’re in small towns, in the center of town, so the clients can sit down over coffee and have conversations about their specific needs and long-term goals,” Tenore told the Community Advocate.
Investing is often impersonal; it can be seen as pure business, mere dollars and cents. However, Edward Jones sees advisor-client relationships differently. Just as Casillo and Tenore focus on long-term, high-quality investments, they also foster long-term, high-quality relationships with clients.
“Oftentimes, we know our clients so well that we’ve met their children, been to their house, met their dog. It becomes pretty personal. I sometimes know more about the client than they would probably tell their doctor… It’s amazing. Once you build that relationship, how much they trust you, it’s priceless,” said Casillo.
With something as tumultuous as the stock market, the close-knit relationship can help clients remain calm.
“Some people are going to panic when the market turns down, and we know that, but we can [lessen the panic] with early conversations, so that when the market does hit a rough patch, nobody is alarmed, and we know how to react to it,” Tenore said.
“We know our clients so well. We know who is going to panic. We know who to call,” Casillo added.
Clients can trust with the utmost certainty that Edward Jones financial advisors are acting in their best interest.
“We are beholden to the client. All too often our competitors are publicly-traded companies. Any company that is publicly traded, the first responsibility of the CEO is to maximize shareholder profits. The focus is on the company’s stock. We don’t focus on the stock price; we focus on doing what is right for the client. We don’t have a stock price to worry about,” said Tenore.
Casillo, who has over 14 years of experience, and Tenore, who recently celebrated 13 years at the firm, could hardly contain their excitement for working at Edward Jones. Casillo and Tenore have formed a partnership, allowing them to ignore the competition and focus their efforts on their clients.
“Nobody cares how much you know until they know how much you care,” Tenore said. “You put the work in. You do the right thing for your clients. Do what’s right for the client and everything else will fall into place.”
To learn more about Casillo, please visit https://www.edwardjones.com/us-en/financial-advisor/lisa-casillo. For more information about Tenore, please visit https://www.edwardjones.com/us-en/financial-advisor/daniel-tenore.
Business Profiles are advertising features designed to provide information and background about Community Advocate advertisers. The content of this article was sponsored by the local Edward Jones office of Lisa Casillo and Dan Tenore.