January Value of the Month Winner – Joe Thompson

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January Value of the Month Winner – Joe Thompson

February 8, 2021

At Strategic Wealth Partners, we believe that excellence starts with 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 January was initiative. We know we need to be proactive and anticipate questions from clients and coworkers before they are asked and then develop a solution. We are proud to recognize Joe Thompson, Associate Wealth Advisor, as the initiative value of the month winner.  In his role, Joe collaborates with our advisors to develop a client’s long-term financial plan.

Joe takes the initiative every day, whether he is trying to solve a problem for a client or being one step ahead of the needs of the advisors.  He has the “just do it” motto, doesn’t complain, and is happy to help wherever needed.  We are proud to have him on the SWP team.

When not in the office, Joe can be found next to a BBQ smoker or outdoors exploring local hiking trails.

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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