Associate Wealth Advisor
Jarrett Simpson, CFP®
Jarrett’s motivation for working in wealth management comes from a belief that there is a better way for people to plan — and win — their financial futures. He is driven to help individuals and families develop a focused strategy, one designed in their best interest and one that gives them confidence that they can live the life they imagined.
In his role, Jarrett manages portfolios and serves as a resource to clients, whether by preparing educational and informational materials for them or answering any questions they may have.
Prior to joining Buckingham Strategic Wealth in 2015, Jarrett worked as an independent financial planner with Money Concepts Inc. and as a client relationship manager with State Street Bank & Trust. He has passed the Series 7 and Series 66 securities exams, holds the CERTIFIED FINANCIAL PLANNER™ designation and graduated from the University of Kansas with a bachelor’s degree in finance and a master’s in sports administration.
A native of Kansas City, Jarrett now lives in St. Louis with his wife, Katie, and their daughter. They love to ski and travel to new places. He has a passion for sports and worked in baseball analytics after graduate school before turning his focus to finance and investing.