Our Team: Angela P. Simmons, CFP®
Angela P. Simmons, CFP®
In her role as Manager, Angela provides a range of financial services to JDJ clients, including investment administration, detailed net worth reporting and analysis of expenses, payroll processing, investment account reconciliation, budgeting and cash flow planning, and estate plan administration. A dedicated member of the team, clients and advisors rely on Angela’s excellent analytical and communication skills and outstanding work ethic.
Previously, Angela was an account manager in the Rothstein Kass Family Office Group, as well as a client accountant at JDJ Resources. In these roles, she provided administrative family office services to high net worth individuals and families. Angela honed her bookkeeping skills as a staff accountant at J.J. Best Banc & Company, a classic car financing company. Her responsibilities included customer and vendor relationship management, as well as accounts payable, bank reconciliations, and monthly vendor analysis.
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.
Questions? Contact us to learn how JDJ can make a difference in your life.