JD
Jessica Distel
Director Of Business Services at Buckingham Advisors
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Work Experience
Director Of Business Services
Jan 2018 - Present · 7 years
Senior Manager, Simplibooks Division
Jan 2016 - Dec 2017 · 1 years and 11 months
simplibooks
Owner
May 2012 - Dec 2015 · 3 years and 7 months
Company Details
11-50 Employees
Buckingham Advisors is a unique team of professionals working together to create financial success for our clients. We are CFA® charterholders, CFP® professionals, CPAs, MBAs, insurance and tax professionals, and dedicated client support specialists. We are Millennials, Gen X, Gen Y, and Boomers. Yet we are much more than our credentials and diversity. We are all innovative thinkers helping you look to your future, and providing plans and strategies to ensure that you are on the right path to achieve your goals. When your financial needs are complex, encompassing both personal and business issues, having a single firm that can address them all is a huge relief. One phone call to your dedicated advisor and your questions are directed to the right team experts who can address them. Whether your family or career circumstances have changed, you’ve just received an inheritance you want to invest, or you want to think about selling your business, your Buckingham Advisors team of teams is ready to help secure the future you want. Whether your family or career circumstances have changed, you’ve just received an inheritance you want to invest, or you want to think about selling your business, your Buckingham Advisors team of teams is ready to help secure the future you want. To learn more about us and the services we provide, please visit www.mybuckingham.com or email service@mybuckingham.com.
Year Founded
1987
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
6856 Loop Road Dayton, OH 45459, US
Keywords
Financial PlanningInvestment ManagementTax Forecasting & PreparationBusiness ServicesWealth ManagementRetirement PlanningRegistered Investment AdvisorCertified Financial PlannerCertified Public AccountantBusiness Forecasting
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