JMMB September 2017

SEP 2017

JMMB...IN YOUR WORLD | (876) 877-5512

YOUR MONEY, YOUR DREAMS Joan Edwards on Achieving Peace of Mind

It’s a great feeling to know your money is working for you. As a Branch Manager with Jamaica Money Market Brokers, I get to help persons

Every client who comes to us has unique needs and financial goals when it comes to their money. With that in mind, we go to work to develop a documented plan that is specific to those needs and goals. Then, when we implement the plan and it starts to work, that’s when we see their peace of mind. That peace of mind means everything! It means everything to the client, and it means everything to me! I know I’ve succeeded for a client when they realize they can achieve their goals and when their dreams become possible. When clients first come to us, they have questions about the next steps they should take with their money. After all, like you, they’ve worked hard over the years. They have saved, and now they are ready to grow their money further. I’ve been working with JMMB wealth management and the financial services industry for 20 years. Over the years, I’ve had the privilege of helping hundreds of clients reach their financial goals. For me, there isn’t anything greater than watching dreams come alive. It’s an amazing thing to see! And it’s not just in working in wealth management that I’ve seen dreams come alive. I have another passion: volleyball. Years ago, I started playing volleyball to keep in shape. I got pretty good at it! Eventually, I was asked to work with Special Olympics Jamaica and formed a part of the first ever unified volleyball team for Jamaica. I got to teach a wonderful group of people about teamwork. This past April, the team played their first international competition in Panama at the Latin American Games. In the end, we came home with an Olympic bronze medal! It was miraculous! I watched this team pursue their dreams and saw them come true. Now, the team has set a new goal. We are getting ready for the Special Olympics World Summer Games in Abu Dhabi, Dubai in 2019. This

put their money to work and achieve financial security and peace of mind.

Specifically, as a Branch Manager, I provide oversight for many of JMMB’s day-to-day activities. I am blessed to lead a team of dedicated

Personal Portfolio Managers who are warm professionals, committed to helping clients achieve their financial goals while delivering exceptional service. I help guide my team as they manage client portfolios, and I seek out new and exciting investment opportunities in the marketplace, while monitoring the performance of existing strategies.

We are always looking for new and innovative ways to invest, and then extend those opportunities to you, our clients. The truth about wealth is that there are many different ways to create it. In short, we know you want to see your money grow. That’s where we come in. When we identify new, creative, nontraditional forms of investment, we give our clients more options that allow them to diversify their portfolios and achieve their goals sooner. When you can diversify your portfolio, you spread around financial risk, meaning you have less to worry about. Another aspect of my role is to keep my team educated and up to date on market matters and upcoming investment strategies, both traditional and nontraditional. Through this ongoing education, we can deliver the highest level of service possible — service that keeps our clients happy! I love it when our clients are happy, but more than that, I love when a client comes to us with a question, concern or goal they want to achieve, and we can help them. For instance, a client may come to us with a financial goal in mind, but no idea or plan for how to get there. We patiently work with them to develop and implement a personalized financial plan and celebrate with them when that goal is achieved.

will be the first time the Special Olympics World Games will have been held in the Middle East.

I can’t wait to see what our team achieves next — and I can’t wait to help more clients achieve dreams of their own! -Joan Edwards


(876) 877-5512

Published by The Newsletter Pro •

Made with FlippingBook - Online catalogs