Lifelong Plaquemine resident Charlotte Willis, an Edward Jones financial advisor from Port Allen, was recognized twice in 2024 by Forbes magazine as a top financial advisor in Louisiana. 3 in Louisiana on the Forbes list of Top Women Wealth Advisors Best-in-State and in April on the Forbes Best-in-State Wealth Advisors list, ranking No. Both rankings recognize the top financial advisors in their respective states based on both human-centered criteria (best practices) and data-driven information (revenue, assets under management, compliance records, industry experience and more). Edward Jones is a financial services firm in the U.S. and Canada. The Edward Jones website is at edwardjones.com, and its recruiting website is careers.edwardjones.com.

Source: Forbes May 14, 2024 09:54 UTC