Local Edward Jones office celebrates 1 year of Coffee Club - Ahwatukee Foothills News: Money

default avatar
Welcome to the site! Login or Signup below.
|
||
Logout|My Dashboard

Local Edward Jones office celebrates 1 year of Coffee Club

Print
Font Size:
Default font size
Larger font size

Joseph B. Ortiz

Related Stories

Posted: Wednesday, January 2, 2013 9:49 am

When the economy took a dip downward in 2011 it gave Joseph Ortiz of Edward Jones inspiration to offer some guidance to the Ahwatukee Foothills community.

“I just noticed that people weren’t feeling too good about things,” Ortiz said. “I did a piece in the paper in August saying this is not another 2008 and that was really the kickoff to get this going.”

Ortiz started his own monthly Coffee Club meetings in December of 2011 to discuss with clients and the community in general, in a casual setting over free coffee, current events and their effects on the economy and investments.

Edward Jones offices across the nation are encouraged to do Coffee Clubs, but not every office does. Ortiz decided it was a good way to get general information out and a good way for his current clients to get to see him as well. Each month Edward Jones releases an investment perspective and Ortiz goes over that along with general questions or strategies.

“I really enjoy getting the word out to the community,” Ortiz said. “I think there’s not enough of that. I really just want to provide information to the community and current clients. I don’t anticipate a bunch of people becoming clients just from the meeting, but I do want them to get some information from us and let them decide from there.”

The Coffee Club has given the community an opportunity to ask some questions they may have and has also helped Ortiz stay current on what’s going on and the advice he is giving.

“I really enjoy the prep,” he said. “To not know what people are going to ask me makes me prepare for any question. I find myself on a monthly basis really trying to find some good topics to talk about. I really enjoy trying to find some time-sensitive information each month to bring the material to life in a sense. It’s a lot of pressure because you never know what questions you’re going to get or how people will take the answers.”

The Coffee Clubs are on the third Friday of each month at the Ahwatukee Country Club, 12432 S. 48th St., at 8:30 a.m. Ortiz also plans to host a luncheon at the Ahwatukee Foothills Chamber of Commerce in January for people who have not been able to attend a Coffee Club meeting. For more information, call (480) 753-7664.

• Contact writer: (480) 898-7914 or ahurtado@ahwatukee.com

More about

More about

More about

  • Discuss

Cowboys tour bus involved in fatal crash in Arizona

Four people were killed when a Dallas Cowboys tour bus carrying staffers but no players and a van were involved in an accident just outside Do…

Published: July 24, 2016 - 11:56 pm @ http://www.usatoday.com/story/sports/nfl/cowboys/2…

Deadly heat wave scorches central and eastern U.S.

Temperatures close to 100 degrees are expected across dozens of states Five elderly Michigan residents died due to record heat and humidity (C…

Published: July 24, 2016 - 11:49 pm @ http://www.cnn.com/2016/07/25/health/weather-deadl…

The Cost of Making Guests Feel Welcome in Cleveland

CLEVELAND – The street medic asks if I want to see something funny. He pulls out a piece of paper and unfolds it. Here is a map of the United …

Published: July 24, 2016 - 11:26 pm @ https://noplatform.org/2016/07/21/day-17-the-cost-…

At least 4 dead after Dallas Cowboys bus collides with van in Arizona

At least four people died Saturday when a bus carrying some Dallas Cowboys staffers collided with a van on a northwestern Arizona highway. Ari…

Published: July 24, 2016 - 10:18 pm @ http://www.foxnews.com/us/2016/07/25/at-least-4-de…

Sanders, seeking unity, finds hold-outs in his movement

Bernie Sanders is not getting his way. While the senator from Vermont calls for Democrats to unite behind Hillary Clinton — whom he endorsed t…

Published: July 24, 2016 - 9:51 pm @ https://www.washingtonpost.com/politics/sanders-se…

4 dead after van collides with Dallas Cowboys bus in Arizona

Last Updated Jul 24, 2016 10:54 PM EDT ARIZONA -- Four people were killed Sunday when bus carrying Dallas Cowboys staffers but no players coll…

Published: July 24, 2016 - 9:47 pm @ http://www.cbsnews.com/news/4-dead-after-van-colli…

Pack Rat Treasure: Ordinary and Odd

The New Museum’s summer show “The Keeper” explores the complex relationships we have with the things we collect. Why do we amass certain objec…

Published: July 24, 2016 - 8:47 pm @ http://www.nytimes.com/interactive/2016/07/24/arts…

DNC turmoil confirms warnings: Hackers are targeting campaigns

The downfall of Democratic National Committee Chairwoman Debbie Wasserman Schultz marks a groundbreaking moment that cybersecurity experts hav…

Published: July 24, 2016 - 8:20 pm @ http://www.politico.com/story/2016/07/dnc-turmoil-…

ACLU praises new Illinois limits on cellphone surveillance

SPRINGFIELD – A new Illinois law limits how police can use devices that cast a wide net in gathering cellphone data and are at the center of a…

Published: July 24, 2016 - 8:19 pm @ http://m.nwherald.com/2016/07/23/aclu-praises-new-…

Kathryn Bertine Had It All Figured Out

For Kathryn Bertine, the plan was the thing. To the people who knew her, though, what mattered was how she went about realizing it: With cheer…

Published: July 24, 2016 - 7:55 pm @ http://www.bicycling.com/womens-cycling/people/kat…

Facebook

ahwatukee.com on Facebook

Twitter

ahwatukee.com on Twitter

RSS

Subscribe to ahwatukee.com via RSS

RSS Feeds

Spacer4px

Most Popular

Online poll

Loading…