LAKE CITY — David E. Green, a Lake City financial adviser for the financial-services firm Edward Jones, recently met with legislators in Washington, D.C., to seek legislation to increase savings and enhance retirement security.
Green was one of 57 financial advisors chosen from among the firm’s nearly 12,000 who traveled to Washington, D.C., to lobby on behalf of individual investors.
Green does this as a member of the firm’s Grassroots Task Force, which voices the investment concerns of individual investors to local, state and national lawmakers.
This is the 26th year for this effort, making it one of the longest-running nationwide grassroots outreach efforts to Congress.
While meeting with legislators, Green discussed how the effort supports tax incentives that encourage people to rebuild and retain their retirement accounts, which have been diminished in the current recession.
“We appreciate the opportunity to communicate the concerns of individual investors, especially those here in Lake City, and make sure they are heard on Capitol Hill,” Green said.
Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. The firm’s financial advisors work with nearly 7 million clients.
Edward Jones, which ranked No. 2 among Fortune magazine’s “100 Best Companies to Work For 2010,” is headquartered in St. Louis. The Edward Jones interactive website is located at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com.
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