December Value of the Month Winner – Jaclyn Simon

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December Value of the Month Winner – Jaclyn Simon

January 15, 2021

At Strategic Wealth Partners, we believe that excellence starts with T.H.I.S. Each of our values – Teamwork, Humility, Integrity, and Service – is part of our commitment to our clients. Each month we will be focusing on one of our values and recognizing a team member who embodies that value.

Our value of the month in December was service. We know we need to value impeccable service in order to gain the respect and trust of our clients. We are proud to recognize Jaclyn Simon, Co-Manager of Client Service, as the service value of the month winner.  In her role, Jaclyn is responsible for account administration, working both with the SWP team and custodians to ensure a seamless client experience.

Jaclyn demonstrates service every day, whether she is managing the SWP team of client service administrators, partnering with our advisors to deliver personalized solutions to our clients, or simply having a friendly conversation with a client.  She is respectful and a great listener, and we are so proud to have her on the SWP team.

Away from the office, Jaclyn enjoys attending concerts, practicing yoga, traveling abroad and checking out dog-friendly spots in Chicagoland with her husband and puppy.

Disclosure:

This article contains general information that is not suitable for everyone. The information contained herein should not be constructed as personalized investment advice. Reading or utilizing this information does not create an advisory relationship. An advisory relationship can be established only after the following two events have been completed (1) our thorough review with you of all the relevant facts pertaining to a potential engagement; and (2) the execution of a Client Advisory Agreement. There is no guarantee that the views and opinions expressed in this article will come to pass.

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. The brochure is limited to the dissemination of general information pertaining to its investment advisory services, views on the market, and investment philosophy. Any subsequent, direct communication by SWP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SWP, please contact SWP or refer to the Investment Advisor Public Disclosure website (http://www.adviserinfo.sec.gov).

For additional information about SWP, including fees and services, send for our disclosure brochure and Client Relationship Summary as set forth on Form ADV from SWP using the contact information herein. Please read the disclosure brochure carefully before you invest or send money (http://www.stratwealth.com/disclosure-statement).

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