Q&A with Loni Rose

Loni Rose
Edward Jones

Loni Rose

Edward Jones

What inspired you to start your business or pursue your current career path?

After pursuing a career in the music business for many years, I was inspired to switch gears and reinvent myself. Edward Jones initially hired me as an Administrator, but I was recruited weeks later to become a financial advisor. I love how much Edward Jones supports women in this industry! 

How has your initial vision evolved since you started?

My vision is to offer the people in my community holistic financial advice. I love working with multi-generational families, business owners, veterans, widows, and women. My branch team serves clients across the United States. 

What's the biggest challenge you've faced as a woman in your industry, and how did you overcome it?

I am fortunate to work for a firm that embraces women in this industry. I feel incredibly supported at Edward Jones as a female financial advisor. 

Describe a pivotal moment in your career that shaped your leadership style.

I have been a Key Leader for the last two years at Edward Jones supporting the women financial advisors in my region.  I feel blessed to be in a leadership role that enables me to support other women financial advisors. We are better together! 

How would you describe your leadership style now?

I am a cheerleader for all women in business!

How do you balance your professional responsibilities with your personal life?

Finding a good work life balance is tricky, and I am always working on this!  When I'm not at the office, I focus on getting adequate exercise, spending time with family, and doing the self-care type activities that bring me peace. 

What strategies or support systems have you found most helpful?

Most recently, I trained for the Leavenworth half marathon!  Having big goals, I believe, helps us do BIG things in our lives! 

What advice would you give young women aspiring to enter your field?

YOU CAN DO IT! If you love helping people, this is a wonderful career path. It is truly rewarding to be in a position to help people with their financial wellness. It is a privilege! 

What do you wish someone had told you when you were starting?

I have many mentors at Edward Jones that were there for me in the beginning of my career and are still there for me to this day.  So much is coming at you when you are a new financial advisor just starting your business.  This is an industry where change is inevitable, so learning how to "roll with the punches," is crucial.  Bring your "A Game" with you every day and have grace for yourself. It's a marathon, not a sprint! 

How has mentorship played a role in your career as a mentee or mentor?

Edward Jones is a firm that believes we are better together.  I have mentors at Edward Jones in other financial advisors, and I am a mentor myself to newer financial advisors entering this field.  All boats rise with the tide. 

What strategies have you found most effective for building and maintaining professional networks? 

Being in the community is so important. I currently volunteer at the Chelan Food Bank, I am a military mom and a huge advocate for our military veterans and military families. 

In your experience, what key skills or qualities have contributed most to your success? 

I love people. I listen. I value people's life story.  My branch office administrator Cathy Jones and I are a great team! We love our clients, and our goal is to deeply serve them on a daily basis

How do you continue to develop these skills?

I love to learn! Pursuing further designations is a big part of my business plan over the next few years. .

How do you stay innovative and adapt to changes in your industry?

I am proud to work for a firm that is always looking for ways to stay relevant with the changes in our industry as well as the ever-evolving needs of our clients.  

Share an example of how you've successfully navigated a major industry shift.

The financial planning industry as a whole is shifting toward financial advisors offering not just offering investment advice, but serving clients more completely as they navigate life's changes. I am excited about this shift as it moves us towards deeper relationships with our clients and more ways that we as financial advisors can make an impact on our client's lives, financial wellness, and their legacies. 

What initiatives or changes would you like to see to promote gender equality in the business world?

I am in an industry that, historically, has been underrepresented by women. It is empowering to join the women that have gone before me and after me to change this statistic! Firms like Edward Jones that champion women and strategically work to bring more women into underrepresented fields should be applauded!