March Value of the Month Winner – Jenny Jesse

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March Value of the Month Winner – Jenny Jesse

April 9, 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 March was “providing clear communication.” We know that being able to provide clear communication is essential to taking care of our client’sIMG_3776 needs.  By having clear communication within our SWP team and directly with our clients, we can work more efficiently to serve our clients.  We are proud to recognize Jenny Jesse, Client Service Administrator, as the “providing clear communication” value of the month winner. In her role, Jenny works with clients on a variety of account maintenance tasks and strives to give each client the best possible experience.

Jenny demonstrates having clear communication every day, whether she is speaking with a colleague to ask for their input or providing a client with important information.  She always has a great attitude and makes the most out of each day in the office.

Outside of the office, Jenny enjoys baking, hiking, and traveling to warm-weather destinations.

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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