Jackie Simpson is a financial advisor at CW Securities, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CW Securities since 2004. Outside of his advisory role, he is a partial owner of a tax accounting firm and a business audit company, where he spends the majority of his professional time. CW Securities, LLC provides investment supervisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers personalized investment policies and financial planning across various asset classes, with accounts custodied through Charles Schwab and American Funds.

Monica Head is a financial advisor at CW Securities, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Inc. and Visionary Horizons Wealth Management Group, LLC. Monica is also appointed as an insurance agent with various companies. CW Securities, LLC provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary management along with financial planning and consulting, using client-specific investment policies implemented across equities, fixed income, and mutual funds with multiple management styles.