Jarrett Simpson

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.

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™ professional designation and has earned the National Social Security Advisor Certificate. Jarrett graduated from the University of Kansas with a bachelor’s degree in finance and a master’s in sports administration.