Angela Simmons, CFP®, CIMA®, CDFA®

Managing Director - Investments at The Simmons Group
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • Certified Investment Management Analyst (CIMA)
    The Wharton School
    Aug, 2014
    - Oct, 2024
  • Certified Divorce Financial Analyst (CDFA)
    Institute for Divorce Financial Analysts™
    Jan, 2004
    - Oct, 2024
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
    CFP Board
    Jan, 2003
    - Oct, 2024
  • Accredited Domestic Partner Advisor
    College for Financial Planning

Experience

  • The Simmons Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Director - Investments
      • Jan 2019 - Present

      We are committed to working with affluent individuals and families who value in-depth financial management. By working with trusted professionals, we help our clients spend more time focusing on the things they care about most. 1201 Third Avenue, Suite 3090, Seattle, WA 98101 We are committed to working with affluent individuals and families who value in-depth financial management. By working with trusted professionals, we help our clients spend more time focusing on the things they care about most. 1201 Third Avenue, Suite 3090, Seattle, WA 98101

  • The Gregory-Simmons Group of Wells Fargo Advisors
    • Managing Director - Investments
      • Sep 1996 - Jan 2019

      Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company.

  • Banker's Trust Company
    • United States
    • Banking
    • OTC Equity Options and Derivatives
      • 1995 - 1996
  • Haven Capital Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Assistant Trader
      • 1994 - 1995

Education

  • Pepperdine Graziadio Business School
    Master of International Business, International Business
    1991 - 1993
  • Pepperdine University
    Bachelor of Arts (B.A.), Advertising and Telecommunication
    1986 - 1990

Community

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