Sol Schwartz & Associates Names Jeff Jackson Managing Shareholder

Sol Schwartz & Associates of San Antonio, Texas, has chosen Jeff Jackson as its new managing shareholder. He succeeds Jeff Albrecht, who has held the role for 20 years and will continue to provide tax services to individual, corporate and partnership clients.

“In addition to our highly accomplished shareholders, Jeff Jackson will absolutely do an excellent job of leading our firm into the future,” says Albrecht. “For my part, I am excited to continue serving our clients and helping develop the next generation of the firm’s professional team. Continuity is a major reason our firm has thrived and grown for so many years, and that continuity will continue forward.”

Jackson joined the firm in 2002 and leads its wealth transfer planning practice, working with high-net-worth individuals, their families and closely held businesses.

“Jeff Albrecht was only the second managing partner in the firm’s 42-year history, following our founder, Sol Schwartz,” says Jackson. “They led the firm to where it is today – recognized for its substantial expertise and world-class service – and we are blessed with an outstanding team of professionals eager to advance that legacy. This is an exciting time to take on the responsibilities of the managing partner as our industry is in the midst of rapid change.”

 

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