By Phyl Newbeck
At first it might appear that by changing her profession, Christine Beall, a financial advisor at Edward Jones, has lost the idealism that initially propelled her into the nonprofit and education fields. Beall would disagree with you on that. The 35-year-old, who first learned about her employer when she became a client 12 years ago, believes she has a more direct impact on the lives of people now than in her previous positions.
“In the non-profit world, I felt a bit separated from the level of service,” Beall said. “I was a spreadsheet machine and didn’t directly interface as much with the people being impacted.”
By contrast, in her current position, Beall finds she can make a personal connection while helping clients meet their financial goals.
It’s no accident Beall decided three years ago to go to work at Edward Jones.
“My financial advisors made a huge impact on my life,” she said. “The firm has a culture of volunteerism and direct relationships with clients.”
That relationship starts with how clients are cultivated. Beall goes door to door in her community, introducing herself to neighbors and explaining the services she offers.
“I really like going door to door,” she said. “It seems very old-fashioned, but it’s how Edward Jones has done business since 1922. You just never know who you’ll meet and who might benefit from your help.”
In addition, Beall does webinars, seminars and other educational public service events for groups as diverse as the Bellwether School and the Vermont Federal Women’s Network. Since financial advising is traditionally a male-dominated field, she particularly enjoys educating women on financial literacy.
“This is a perfect career for me,” said Beall. “I love working with serious, long-term investors to help them meet their goals.”
By Phyl Newbeck