Lisa Clark, branch office administrator for the Washington office of Edward Jones, recently was appointed to the firm’s Branch Office Administrators (BOA) Grassroots Legislative Task Force. The group is dedicated to raising the issues on the minds of individual investors to local, state and national lawmakers.
As a task force member, Clark will travel to Washington, D.C., to discuss with lawmakers a number of investment-related issues. Rod Cantrell, the local Edward Jones financial advisor, said Clark is genuinely concerned about legislative issues that affect investors.
“And she has expressed an interest in conveying investors’ views to elected officials,” Cantrell said. “I know she will do an exceptional job of representing our clients’ concerns.”
The BOA Grassroots Task Force, introduced in 1996, is modeled after a similar legislative task force that is made up of activist financial advisors. Because Edward Jones is the only firm in the industry dedicated to serving individual investors exclusively, “We believe we are uniquely qualified to speak on behalf of those investors,” Clark said.
“I appreciate the opportunity to communicate the concerns of individual investors, especially those here in Washington, and make sure they are heard on Capitol Hill,” Clark said.
Clark has served in the Washington office of Edward Jones since 1992.