Marketing and Branding Strategist

At Edward Jones Angels Camp Office

TimeFrame: Apr 2019 – June 2022

Company Overview: Edward Jones is a leading financial services firm, providing personalized investment solutions. At the Angels Camp branch office, I played a key role in enhancing local brand awareness and community engagement through strategic marketing efforts.

Business Goals:

  • Increase local community awareness of Edward Jones and its services.

  • Strengthen brand presence in Angels Camp for two combined office locations.

  • Drive engagement and foot traffic through targeted marketing efforts.

Target Audience:

  • Local residents of Angels Camp

  • Small business owners and professionals seeking financial services

Key Strategies Implemented:

Integrated Traditional & Digital Marketing – Developed and executed cohesive campaigns combining print, email, and digital channels.
Email Marketing & Community Outreach – Designed and managed targeted email marketing campaigns to keep potential clients informed and engaged.
Branding & Visual Identity Management – Ensured strict adherence to Edward Jones' brand guidelines while introducing creative, compelling designs that resonated with the local audience.

Key Contributions & Achievements:

  • Comprehensive Marketing Campaigns: Spearheaded localized marketing campaigns that increased brand awareness and improved customer engagement.

  • Large-Format Banner Design: Created high-impact banners that effectively communicated key messages and increased branch visibility, leading to a notable uptick in walk-in inquiries.

  • Strategic Magazine Advertising: Designed and placed compelling magazine ads in local publications, resulting in a 10% engagement rate in the first three months through QR code tracking.

  • Community-Centric Branding: Developed targeted branding strategies tailored to Angels Camp’s demographic, ensuring relevance and resonance within the local community.

  • Cross-Functional Collaboration: Worked closely with branch office representatives, financial advisors, and managers to align marketing strategies with business goals.

Campaigns & Projects:

  • Local Community Engagement Drive: Launched an awareness campaign through print, email, and in-person networking efforts, increasing brand recall and fostering client relationships.

  • Magazine Advertising Strategy: Designed and placed highly effective print advertisements that enhanced Edward Jones’ presence in local media.

  • Branch Office Branding Enhancements: Introduced visually engaging materials, including office signage, brochures, and promotional items to create a consistent and professional brand experience.

Leadership & Team Contributions:

  • Collaborated with office managers and financial advisors to tailor marketing initiatives that aligned with client needs and business objectives.

  • Maintained strong relationships with local vendors and media outlets to optimize advertising placements and maximize reach.

  • Led marketing discussions within the office, providing strategic insights on branding, advertising, and community engagement.