6 newportbeachindy . com MAY 24 , 2024
BIZ BUZZ
Newport Beach-Based Financial Advisor Qualifies for Edward Jones Recognition Conference
Financial Advisor Tammy McKennon
By NB Indy Staff
Newport Beach Financial Advisor Tammy McKennon , of the Edward Jones office in Newport Beach , recently qualified for the Edward Jones recognition conference , Momentum , which celebrates the contributions
and achievements of 819 successful financial advisors from the firm ’ s more than 19,000 .
The event will be held May 20-23 in Orlando , FL , and includes financial advisors from both the U . S . and Canada .
“ It ’ s a great honor to be recognized for the success of my practice and the experience my team and I deliver to our clients ,” McKennon said . “ The opportunity to collaborate with the leaders of the firm and with other successful Edward Jones financial advisors in North America is an incredible resource for us to continue providing value for our clients .”
The Momentum conference recognizes high-achieving financial advisors who have embraced the momentum it takes to build and sustain a successful practice through leadership , service , advice and guidance . Attendees will be immersed in learning opportunities and a collaborative environment designed to propel them to even greater heights .
“ At the heart of our firm ’ s purpose is making a positive difference for those around us . Financial advisors attending Momentum have put that purpose into action by helping clients find and fund the possibilities for their lives ,” said Chuck Orban , an Edward Jones principal responsible for the firm ’ s recognition events . “ I look forward to the upcoming three days with this dynamic , motivated , service-oriented group of professionals .”
Attendees were selected based on the success of their practice . In keeping with the firm ’ s culture and spirit of partnership , there was not a set number of attendees for the conference . Instead , every financial advisor who met the criteria qualified to attend , thereby keeping the focus on operational and service quality .
Tammy McKennon ’ s office is at 1501 Westcliff Dr . # 307 , in Newport Beach .
McKennon and her client support team professionals can be reached at McKennon ’ s website at https :// www . edwardjones . com / us-en / financialadvisor / tammy-mckennon .
Edward Jones is a leading financial services firm in the U . S . and through its affiliate in Canada . The firm ’ s more than 19,000 financial advisors serve more than eight million clients with a total of $ 2 trillion in client assets under care at the end of December 2023 . Edward Jones ’ purpose is to partner for positive impact to improve the lives of its clients and colleagues , and together , better our communities and society .
CHARITY SPOTLIGHT
KidWorks ’ Women ’ s Pickleball for a Purpose Event in Newport Beach Nets Nearly $ 80,000 for College and Career Programs
Photo : Members of the Pickleball committee ( L-R ): Lori Junkins , Kathy Ursini , Wendy Hafer Cox , Beth Hallett , Lisa Gels , Debbie Trammell , Holly Anderson , C . C . Knowles , Janet DiChiro , Kim Carpenter , Sharon Rinker , Jill Schriber and Kyle Team
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DBA Family Transportation USA www . privateviptransport . com • SERVING L . A . TO O . C . initiative was created by a committee of dedicated women who want to assist the Santa Ana-based 501 ( C ) ( 3 ) nonprofit that provides academic , personal development , and leadership programs for children and teens in overlooked communities .
“ Your support ensures our deserving students will continue to benefit from robust college and career programs ,” said KidWorks CEO and Executive Director David Benavides . “ Activities like our College Apps Academy , Campus Crash and mentorship programs are designed to prepare first generation , low-income students on their journey towards college success .”
The 2024 event committee members from Newport Beach are chair Debbie Trammell , along with Kathy Ursini , Lori Junkins , Heather Gaughan , Sharon Roy , Jill Schriber , Wendy Hafer Cox , Susie Luer , Beth Hallett , Sharon Rinker , Holly Anderson and Kyle Team , who is also a KidWorks board member .
Other committee members are Janet Dichiro and C . C . Knowles of Corona del Mar , and Betsy Flynn of Laguna Hills . Also participating in the event is Leslie Seidner , a member of the Kid- Works Advisory Council and resident of Newport Beach .
To learn more about the next event , which is set for April 24 , 2025 at The
By NB Indy Staff
The Tennis Club at Newport Beach Country Club hosted the KidWorks Women ’ s Pickleball Event on April 11 , which raised nearly $ 80,000 for the KidWorks College and Career Programs , which prepares first-generation college students for higher education beyond high school .
The programs include the nonprofit ’ s College Apps Academy , Campus Crash along with engagement with KidWorks college counselors , and care packages for its college students .
Over the last four years , the Kid- Works Pickleball event has raised over $ 300,000 in total .
The highly successful fundraising PICKLEBALL Page 10