Jessica Pickens Joins Strategic Wealth Partners as Chief Operating Officer

Strategic Wealth Partners Group, LLC, an independent wealth management firm with offices in Chicago and Milwaukee, announced today that Jessica Pickens has joined the firm as Chief Operating Officer (COO).

“Our vision for the firm includes ambitious growth objectives and a continued focus on providing excellent service to our clients,” says Neal Price, Principal and Co-Founder of Strategic Wealth Partners. “Jessica’s experience and personality make her a great fit for our team and the ideal person to lead a variety of projects that will support both of these key initiatives.”

Pickens has previously served as Principal, Client Service for State Street Global Advisors, as Managing Director of Client Relations for Janus Capital Group, and as Managing Director and Head of Relationship Management for WHV Investment Management, Inc. She joins SWP from Willis Towers Watson, where she was Chief of Staff, Delegated Solutions. Pickens’ 20-year experience with staff development, strategy, process improvement, and relationship management will be invaluable in her new role as COO with Strategic Wealth Partners.

“To effectively execute our vision for Strategic Wealth Partners, we recognized the need for someone to drive several key operations and administrative functions while displaying our core values of teamwork, humility, integrity, and service,” says firm Principal and Co-Founder David Copeland. “Jessica is thoughtful and articulate with a leadership style that focuses on helping people excel, and we are delighted to have her onboard.”

For Pickens, joining SWP felt like a natural fit considering her unique focus on the client experience. “Wealth management presents an opportunity to have a positive impact on people’s lives, and I believe Strategic Wealth Partners’ holistic approach is the best way to make the most of that opportunity,” says Pickens. “I’m thrilled to be working with this team, and I’m excited to see what we can accomplish together.”

Strategic Wealth Partners is a part of Focus Financial Partners, a leading partnership of independently managed wealth management firms. Focus provides strategic support to help its partner firms achieve objectives, including support of growth initiatives and development of strong succession plans.

ABOUT STRATEGIC WEALTH PARTNERS
Strategic Wealth Partners (SWP) is an investment advisory and financial planning firm with $3.2 billion in Assets Under Advisement as of December 31, 2020. SWP provides wealth strategies and independent, objective advice to ultra-high net worth and high net worth individuals and institutions. Founded in 2008 by Principals David Copeland and Neal Price, the firm provides an integrated wealth management platform by creating a comprehensive strategy including investments, insurance, estate planning and tax counseling. Learn more at http://www.stratwealth.com.

Contact:
Strategic Wealth Partners Group, LLC
Gabrielle Wagor, (414) 359-1001
gwagor@stratwealth.com

DISCLOSURE STATEMENT
This article is intended for informational purposes only. The information published in this article is subject to change on a regular basis without notice. Information contained in this news release should not be relied upon as investment advice specific to the reader’s investment objectives. Read our http://www.stratwealth.com/legal.

Categories

This article contains general information that is not suitable for everyone. The information contained herein should not be constructed as personalized investment advice. Past performance is no guarantee of future results. 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.  Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security.

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 (www.adviserinfo.sec.gov).

For additional information about SWP, including fees and services, send for our disclosure brochure 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 (www.stratwealth.com/disclosure-statement).

Investments
ESG Investing: Is It Right For You?
I have always been an avid outdoorsman, spending much of my free time camping and hiking in the mountains. And over the years, I've looked for ways to incorporate these interests into my investment portfolio. When I was younger, I did this by investing in companies related to the outdoor industry. However, today technology has made it possible to take a much more impactful approach through ESG investing.
Read More
Current Events
Should I Stay or Should I Go?
There’s no sugarcoating it; the current state of the markets has many of our clients thinking like the 1981 punk rock classic by The Clash: Should I stay or should I go now? If I go, there will be trouble And if I stay it will be double So come on and let me know Should I stay or should I go?* I don’t suspect that the song was meant as a commentary on portfolio management strategies. (In fact, the band has never disclosed any real meaning to the lyrics.)  Nonetheless, I do think it provides an appropriate framework for examining today’s investment world. So, let’s take a look at the cases for “going” and for “staying.”
Read More
Financial Planning
Money Lessons from SWP Wealth Advisors
In honor of Financial Literacy month in April, SWP Wealth Advisors shared money lessons they have learned throughout their lives.  In this piece, you will find a compilation of these lessons.
Read More