Tim Rea, Chief Experience, Brand & Marketing Officer, Edward Jones

The FCS is delighted to welcome Tim Rea, Chief Experience, Brand & Marketing Officer of Edward Jones, as the guest speaker at our FCS Spotlight Breakfast on November 16. Join us at the New York Yacht Club for Tim’s debut on the FCS stage, where he will be interviewed by Charles Payne, host of Making Money on FOX Business.

  • Edward Jones has nearly 19,000 financial advisors who serve more than 8 million clients with a total of $1.7 trillion in client assets under care at the end of March 2023. With approximately 52,000 associates, the firm’s branch presence covers 68% of U.S. counties.
  • Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society.

Edward Jones is on a multi-year journey of transformation, evolving to deliver expanded advice, guidance, products and services in a way that is human-centered and holistic. The firm has announced a planned $1 billion investment in human capital, technology infrastructure, digital initiatives, virtual business enablement tools, strategic relationships and test-and-learn pilot programs.

To date, Edward Jones has made progress in three important areas: Partnering for Lasting Financial Strength, Promoting Healthier Futures and Advancing Inclusive Growth.

Edward Jones was honored as the FCS Financial Marketer of the Year in 2014.

In gratitude to Tim, the FCS will make a $1,000 donation to the children’s charity of his choice: Boys and Girls Club of St. Louis.

  • Start November 16, 2023 08:00 AM EDT
  • End November 16, 2023 09:30 AM EDT
  • Location New York Yacht Club 37 West 44th Street NYC

Speakers

Guest Speaker Tim Rea

Chief Experience, Brand and Marketing Officer

Tim Rea is chief experience, brand and marketing officer of Edward Jones. In this role, he leads the firm’s insights and experience capabilities in addition to the firm’s marketing and advertising, branding and reputation management. He also serves on the Enterprise Leadership Team, which is responsible for providing advice and counsel to the managing partner […]

Interviewer Charles Payne

Host of “Making Money”

Charles Payne is the host of FOX Business Network’s (FBN) Making Money with Charles Payne (weekdays 2-3PM/ET). He joined FOX News Media as a contributor in 2007 and provides financial analysis across FBN and FOX News Channel.  Most recently, Payne contributed to FBN’s 2022 Midterm Election panel alongside Maria Bartiromo, Stuart Varney and Larry Kudlow. Over the […]

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