Our Team: Angela P. Simmons, CFP®
Angela P. Simmons, CFP®
Angela is a Senior Manager/Vice President of the firm. Angela is a seasoned accounting and finance professional with extensive family office experience. She has provided financial and administrative accounting services to high net worth individuals since joining the JDJ team in 2012.
Angela oversees complex client relationships and works closely with team members to deliver services tailored to meet the needs of her clients, including execution of family meetings, investment administration, comprehensive financial reporting, payroll administration, investment account reconciliation, budgeting and cash management, tax coordination, and estate plan administration. Angela cares deeply about her clients and enjoys solving the unique challenges her clients face. In addition, she manages many professional relationships, communicating proactively with wealth managers, attorneys, and tax accountants on behalf of her clients. Clients and advisors rely on Angela’s excellent analytical and communication skills and outstanding work ethic.
Angela is Team Leader of one of JDJ’s client service teams. In this role, she helps ensure superior client service and continuity of client experience firm-wide. Her responsibilities also include managing client deliverables, the allocation of internal resources, and the professional development of team members.
Angela graduated magna cum laude from Bridgewater State University and is a Certified Financial Planner™ professional. Angela is a member of the Boston Foundation’s Professional Advisors Network.
Angela is an active member of JDJ’s Best Practices Group, a committee responsible for standardizing and documenting JDJ’s client service policies and procedures.
Questions? Contact us to learn how JDJ can make a difference in your life.