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Jen Boles Named Branch Professional of the Year from RJFS

09 May

Jen Boles Named Branch Professional of the Year from RJFS

Pursuit Wealth Strategies is thrilled to announce that Jennifer Boles, Senior Registered Sales Assistant/Client Services Manager, recently received the 2017 Outstanding Branch Professional of the Year award. Jennifer was one of three branch professionals in the country to receive this distinguished award.

Jen has been with Pursuit Wealth Strategies from its inception in 2009. Pamela S. Rigsby, CFP® Branch Manager and founder of Pursuit Wealth Strategies is quoted as saying, “Jen is proactive, dependable, and consistently goes beyond what is expected. She has been my assistant for 17 years and I now officially refer to her as “my right arm!”… She approaches each task with the attitude of “how can I solve this problem and provide the best service possible to our clients?” rather than simply trying to check it off her list.”

As an award recipient she will receive:

  • Free tuition, airfare and three nights hotel accommodations to attend the 2017 Branch Professional Development Conference at the home office in St. Petersburg, FL
  • A personalized award plaque to display in the branch
  • $100 American Express gift card

To be considered for this award, branch professionals must have been affiliated with Raymond James for at least one year and not be a previous award winner. Branch managers and financial advisors from across the country submitted nominations. Each of the nominations was scored according to standard criteria, and a panel of judges selected the finalists.

Please join us in congratulating Jen!