We are very pleased to announce that Angela P. Simmons, CFP® has been promoted to Officer of JDJ Family Office Services, with the title of Senior Manager/Vice President. Angela displays exceptional leadership qualities and has contributed significantly to JDJ’s growth and outstanding reputation.
“Angela is incredibly dedicated to her clients, team members, and our firm,” said James Kittler, JDJ’s President. “Congratulations, Angela, on this well-deserved promotion. I look forward to working with you in this expanded role to continue to make JDJ the gold standard of family office services.”
An accomplished professional with extensive family office experience, Angela has provided financial and administrative accounting services to ultra-high net worth individuals since joining JDJ in 2012. Angela’s ability to manage complex relationships in a professional, proactive manner earns her the respect of clients, advisors, and colleagues. Angela cares deeply about her clients and enjoys solving the unique challenges her clients face. Angela actively mentors team members to help them grow professionally and optimize their potential.
Angela is Team Leader of one of JDJ’s client service teams, helping to ensure superior client service and continuity of client experience firm-wide. She is also a member of JDJ’s Best Practices Group, a committee responsible for standardizing internal client service policies.
Another step in our continued succession planning, Angela joins Kraig Moore, Ashley Paris, and Elana Vasi as part of JDJ’s senior management team. Our expanded leadership team will help JDJ grow and continue to serve our clients, their children, and future generations.