Monica Giuseffi

Monica C. Giuseffi

Financial Advisor at Edward Jones Limited

12555 Manchester Road, St. Louis, Missouri, United States
HQ Phone:
(314) 515-2000

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Monica Giuseffi, Edward Jones

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According to Monica Giuseffi, principal of inclusion and diversity at Edward Jones, the firm has developed a program that features a recruiting event set to take place Wednesday at the Ritz Carlton in Denver: "Future of Finance - Culture of Diversity."
"Our charter is to move the needle," said Giuseffi, who was selected to run the program 10 months ago, in an interview. The firm's goal is to have half of the field agent force - currently 15,000 advisors - made up of women and 33% made up of diverse FAs overtime, according to Giuseffi, with progress likely to be seen over the next five or six years. "Bridge isn't an acronym, just a strong word," Giuseffi said. "We have 55 leaders for WINGS [Women's Initiative for New Growth Strategies] and Bridge. They've been tasked with delivering six specific strategies that relate to the performance and health of diverse FAs and growth to attract more diverse advisors." Program Details As for performance, leaders are deploying mentorship programs, training and coaching reps, and working with them on client-sourcing strategies, Giuseffi says. There are hurdles, Giuseffi says, but she believes having more robust support for community outreach as well as better messaging will help attract more diverse advisors and clients, who may feel more comfortable working with registered reps with similar backgrounds to theirs.

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"At Edward Jones, more than one-quarter of our recruits are women - but the number should be higher," said Monica Giuseffi, Principal of Financial Advisor Inclusion and Diversity at Edward Jones.

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