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Pennington currently resides in St Louis with her husband, Mike Fidler, with whom she share’s two grown daughters. What — what makes for a good financial advisor? RITHOLTZ: Thanks, Penny, for being so generous with your time. She is the sixth such partner in the 98-year-old firm. What — what a — what a great conversation that we can have about that. One of the changes we did see with this administration was the possibility of the fiduciary rule being more aggressively imposed on things like qualified accounts, 401(k)s and anything like that. And — and I’ve said a couple of times what that means is folks who value relationship, who want advice and who have a long-term orientation. The valuing advice is — where that’s going to come in is it is sharing with clients and investors that beating the market, trading in a rapid way in order to time the market or time particular investment sectors is — is not a — not a particularly good way to build wealth reliably over time that can be proven. And so we represent and — and help our clients protect their goals as well. It is doing us good by looking at the marketplace we serve and reflecting the — the needs and desires of that marketplace. And so as financial advisors recognizing that digging deep into that with the next generation is going to help us help them be better investors and prepare for a very long life, probably much longer than their parents or grandparents had. RITHOLTZ: Quite interesting. PENNINGTON: Thank you, Barry. RITHOLTZ: … 2020, during work from home, during pandemic lockdowns. RITHOLTZ: You know, my wife teaches art and I’ve been dragged to museums all around the world. You can find them at iTunes and pretty much wherever you usually find your podcast. So helping them with their employee retirement plans, their 401(k), their simple-step IRAs, all the different ways that they can support their employees for their retirement planning, we do that for businesses and business owners. Penny served as Principal - Branch Office Administrator Development and Principal - Branch and Region Development for Edward Jones. So the ‘90’s we had all that crazy online trading. Join Facebook to connect with Penny Pennington and others you may know. So it’s a pretty narrow market that is driving those — those — those broad benchmarks. PENNINGTON: Yeah, we have a local organization — a tremendous organization called the Independent Center, and they provide — they provide support services, full lifestyle support services for adults with mental illness. How has — over the past century, how has that changed to what Edward Jones is today? PENNINGTON: We have to be relevant to the next generation. You know, the — the worst thing in the world is to build a really solid plan, planning on everything going right and then having things go wrong unexpectedly. PENNINGTON: Our financial advisors and our branch office administrators are client service professionals. And so I did that a few years ago. Penny was the son of Pennington and Julia Wray of Wake Forest, Lenoir County. So empathy, generous listening, the — the process of — of — of thinking short-term to long-term, all of those things make for — make for the strength of a financial advisor. I mean, you — you — you read a lot and see a lot and maybe it’s your own personal experience that you’re buying today according to your values. What we know over the long-term is that very broadly, while White House policies are going to help shape the economic terrain, history shows that the broader path has been pretty similar. And the first one not to be part of the founding family, she was originally a financial advisor who just came up through the ranks. Tell us what’s entertaining you during this era? That takes greater technology. But I want to focus on what you brought up earlier. So we believe our opportunity remains rooted in what makes us unique, the human-centeredness of what we do and the locality of what we do. I’m Barry Ritholtz. That means they value relationship. It was this — it was a convergence of love, of taking care of each other, of being in it together, of knowing why we’re here, and that is to relieve the anxiety of our clients and keep them focused on the long-term. So we were talking earlier about Robinhood and — and people trading at home. standpoint. And it took 10 years to rebuild from that. What was — what was that? It’s when markets become volatile, which happens unexpectedly. PENNINGTON: Yeah. RITHOLTZ: So sometimes I ask questions and I just want to know the answer to, hey, how do you create a consistent experience from advisor-to-advisor even if they’re in different offices? And frankly, the — the — the millennials that Gen Xers are motivated differently than their parents and their grandparents. So we …. Michael Batnick is our Head of Research. So with no further ado, my conversation with Edward Jones, Penny Pennington. Select this result to view Penny K Pennington's phone number, address, and more. We do believe that we’re going to see more fiscal stimulus. Today, what is scarce is that hyper-personalized human-centered relationship for tens of millions of people whereby they can get good advice and achieving what’s most important to them. Penny Pennington is the head of investment giant Ed Jones. Local Customer. But I have no doubt that our policymakers, legislators and regulators are going to continue to be focused there. Penny F. Pennington Dear Family and Friends, It is with a heavy heart that we must inform you of the passing of our mom "Penny" last Friday in Petaluma. And so just getting their — their quick interviews and — and getting a window into those folks — I read one of those interviews at night — is — is really inspiring as well. Research says that consumers are focused on brands, that they see as being helpful during this pandemic where they see local helpfulness, where they see organizations that are — are trying to be part of solutions, that that is driving consumers to buy differently. All of our earlier podcasts on your favorite pod hosts can be found here. The environment that we had in ’08-’09, we discovered, was a little more fragile in terms of the — the fundamentals of the economy, as well as the fundamentals of the financial services industry. Please enable JavaScript in your browser's settings to use this part of Geni. And the — the part of the marketplace that we serve are serious long-term individual investors. During times of tumult, during times of high anxiety, and getting that out and putting it on canvas or in performance or in music is — is another way to think about how to serve, how to relieve anxiety, and — and — and how to make sense of the world around us. And there is — boy, there’s lifelong learning associated with — with the — I’m sorry with the I.Q. It goes back to Ted Jones saying, you know, what — what is — where is the underserved market or what is the new innovation in the marketplace? Edward Jones has something like 13,000 branches. They want advice and they’re focused on the long-term in their lives. We know you’re there for us.”. I learned a lot and I think you will, too. It’s such a rich topic of conversation and one that there’s so much focused on in our industry and with investors right now. And that — that — it will — it will do us good. So the experiences that we seek to deliver family by family, individual by individual are all focused on helping individual clients and investors feel those emotions. It was a meltdown in certain aspects of the financial markets. RITHOLTZ: So I know the date I’m about to reference is old, but let me — let me play with it a little bit and tell me how far off I am. And anxiety for investors sometimes means that they question the way their portfolios are built. What’s going to happen? Beginning in 2015, she was head of the client strategies group; overseeing products/services delivered to clients and research, trading and marketing. That caused a ripple. We have financial advisors in — in communities working face-to-face one on one with clients and their families. Nick Falco is my Audio Engineer. You guys are coming up on your 100th birthday not too far off in the future. Our purpose, what gets us up in the morning is making a meaningful difference in the lives of the clients that we serve, the seven million that we serve today and the — the tens of millions of more that — that look like serious long-term individual investors that we would like to serve. I loved the clients – they were like family to me! So that really is the — the — the distinguishing difference. Our research shows that there are 40 million investors in North America who look like serious long-term individual investors. Find a Grave, database and images (https://www.findagrave.com: accessed ), memorial page for Edna “Penny” Pennington Keith (31 Jul 1902–16 Nov 1993), Find a Grave Memorial no. We know that our clients want to feel understood about what’s most important to them, informed about how to achieve that financially and how they are progressing toward that. PENNINGTON: Yes, they are, and I feel it every day. So I was part of the Management Committee and Executive Committee while Jim was Managing Partner. It’s been a centering mechanism for them and a way that’s — that’s kept us all together. So we have an inkling as to what might happen, but we really don’t know for sure what the outcome is going to be. Where — where that begins to break down is when markets are sanguine, when things are seem easy, and when goals are straightforward in terms of the tradeoffs between and among goals. Immediate Family: Son of Carlos Benton Pennington and Katherine (Kittie) Ethel Pennington. ABOUT PENNY PENNINGTON Penny Pennington is the Managing Partner of Edward Jones, a Fortune 500 financial services firm. PENNINGTON: So while every single one of our branches has remained open, our colleagues can work flexibly and through — through all kinds of virtual means, like Zoom, and Skype, and WebEx with — with clients, investors, and prospects and with each other. They — they were very inspiring to me. During his distinguished military career, he served duty in Korea, Germany, France, and Vietnam. 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