Jessica Pickens Named Principal at Strategic Wealth Partners

DEERFIELD, ILL. (PRWEB) FEBRUARY 17, 2022

Strategic Wealth Partners Group, LLC, an independent wealth management firm with offices in Chicago and Milwaukee, announced today that Chief Operating Officer Jessica Pickens has been named a Principal of the firm.

Since joining SWP as COO in April 2021, Pickens has drawn on her 20-plus years of experience with staff development, strategy, process improvement, and relationship management to make an immediate impact on the client experience.

Prior to joining SWP, Jessica led client relationships at State Street Global Advisors and held leadership positions at Janus Capital Group and WHV Investment Management. Most recently, Jessica served as Chief of Staff, Delegated Investment Solutions at Willis Towers Watson, where she was instrumental in developing new and innovative ways to better serve clients. “Although Jessica has only been with us for a short while, she has gotten up to speed very quickly and has been a central member of our leadership team as we chart the path forward,” says Neal Price, Principal and Co-Founder of Strategic Wealth Partners.

SWP co-founders Neal Price and David Copeland are confident that Pickens will play a significant part in the firm’s long-term success. Pickens will be responsible for managing business relationships, as well as helping set the firm’s strategic vision for the future. “We have always focused on providing clients with successful wealth strategies, objective advice, and the personalized service they deserve. Jessica’s leadership and insight will be critical as we continue to build upon this client experience moving forward,” says David Copeland. “Ashley Bebeau, Tom Buhrmann, Andrew Denenberg, Michael Karmin, Neal Price, and I are delighted to welcome Jessica as our newest partner.”

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 $3.6 billion in AUA/AUM as of December 31, 2021. 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 Full Disclosure Statement.

Investments
Is It Still A Good Time For You To Invest?
People often ask me, “is now the right time to get into the market?” If I had a crystal ball that told me when to buy and when to sell, I probably would not be writing this piece! With the highest inflation numbers since the 1980s, concerns about an economy potentially in recession, and the most prolonged downturn in stocks since the Great Financial Crisis, there is no question that investors have been challenged this year. The good news is that there are always opportunities for long-term investors with the right plan. Whether you are an experienced investor, have recently come into cash, or are new to the financial markets, below I discuss some things to consider when asking if now is the right time to invest.
Read More
Investments
Retiring in a Volatile Market
This week has been another extremely turbulent one in the stock market. While it is never comforting to see large, red numbers, volatility can be even more uncomfortable for recent retirees or those considering retirement. A colleague of mine recently told me that he has seen more of his clients retire in the last two years than in his first ten years of working at SWP. This got me thinking a lot about the notion of retirement. Retirement is a huge life event and adding volatile markets can compound the feeling of uncertainty. In this article, I will share some of the concepts we have been discussing with our clients.
Read More
News
Strategic Wealth Partners Ranked In Milwaukee Business Journal’s Investment Management Firms List
Strategic Wealth Partners is proud to be listed in the Milwaukee Business Journal’s Investment Management Firms ranking. The list is ranked by firm assets under management from December 31, 2021. “We are so pleased to be included in this list of the largest investment advisors in the Milwaukee area. We first entered the Milwaukee market in 2018 because we saw tremendous potential to combine forces with some outstanding professionals,” says Principal and Co-Founder Neal Price. “Kathy Klein, Joe Thompson, and the entire Milwaukee team are best-in-class. We are excited to expand our presence and become the go-to firm for comprehensive wealth management services in the Milwaukee area.” “Our success comes from a solid and loyal client base who believes in our personalized solutions. Our work on behalf of our clients is far-reaching, but it all comes down to our unique process that is client focused, manages complexity, delivers simplicity, and guides our clients to their goals,” states Wealth Advisor Kathy Klein. Strategic Wealth Partners is an independently managed wealth management firm that has been partnering with clients since 2008 in Deerfield, IL, and since 2018 in Milwaukee, WI. For more information on services, please visit www.stratwealth.com.
Read More