Designation Expands Expertise in Investment Planning, Estate Considerations and Small Business Owner Needs
(UCBJ) – Rachel Steidl, a financial adviser with Edward Jones in Cookeville, has earned the Accredited Wealth Management Advisor (AWMA®) designation.
The program provides specialized education focused on investment risk, return and performance, working with small business owners, estate considerations and other unique needs of high-net-worth clients.
“With this course of study, I’ve been able to expand my knowledge base regarding a broad range of priorities for high-net-worth clients,” Steidl said. “It’s an important way for me to make a positive impact in their lives.”
Edward Jones is a financial services firm serving clients across North America, with operations in the United States and Canada. The firm ranked No. 1 for advised investor satisfaction among 23 wealth management firms in the J.D. Power 2026 U.S. Investor Satisfaction Study. More than 20,000 financial advisers serve more than 9 million clients, with $2.4 trillion in client assets under care as of March 27, 2026.
According to the company, its purpose is to partner for positive impact to improve the lives of clients and colleagues while strengthening communities. Edward Jones employs approximately 55,000 associates and maintains a branch presence in 68% of U.S. counties and every Canadian province, providing comprehensive financial planning and professional advice to long-term investors across North America.
For more information, visit https://www.edwardjones.com.
Career opportunities are available at https://careers.edwardjones.com.
The 2026 J.D. Power U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction was published in March 2026 using data collected in January 2026. Compensation was provided for using, not obtaining, the ranking.
Accredited Wealth Management Advisor (TM), AWMA® and the AWMA® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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