Our Team: Angela P. Simmons, CFP®
Angela P. Simmons, CFP®
Angela has provided administrative family office services to high net worth individuals and families since joining JDJ in 2012. In her role as Manager, Angela oversees complex client relationships and works closely with team members to deliver services tailored to meet the needs of her clients, including investment administration, comprehensive financial reporting, payroll administration, investment account reconciliation, budgeting and cash management, tax coordination, and estate plan administration. 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 throughout the firm. 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 also a 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.