Financial Adviser Randy J. Merciez of the financial services firm Edward Jones in Tahlequah has received the Certified Financial Planner certification, granted by the Certified Financial Planner Board of Standards.
Becoming a CFP professional expands a financial adviser’s knowledge base in the areas of financial management, tax-sensitive investment strategies, retirement savings, insurance planning, education planning, and estate considerations.
Merciez also has committed to abiding by the CFP Board’s Code of Ethics and Standards of Conduct.
Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm’s nearly 19,000 financial advisers serve more than eight million clients with a total of $1.8 trillion in client assets under care at the end of June 2023. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better communities and society. The firm has approximately 52,000 associates and branch presence in 68% of U.S. counties.