Robert Simmons Email & Phone Number
Managing Director - Investments @ Benjamin F. Edwards
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Robert Simmons Location
- Hattiesburg, MS, US
Robert Simmons Work
- 2019 - now Managing Director - Investments @
- 2010 - 2019 Managing Director - Investments @
- 2006 - 2010 Financial Advisor @ Morgan Stanley Smith Barney
- 2002 - 2006 Financial Advisor @ Legg Mason
Robert Simmons Education
- Mississippi State University
Bachelor of Science (Business Administration)
1976 - 1979
Robert Simmons Skills
- Asset Allocation
- Financial Advisory
- Investments
- Investment Strategies
- Securities
- Stock Analysis
- Mutual Funds
- Bonds
- Fixed Income Strategies
- Annuities
- Investment Planning
- Retirement Planning
- Insurance
- Concentrated Stock Management
- Financial Services
- Business-owner Planning
- Business-succession Planning
- Retirement
- Retirement-Plan Consulting
- Retirement Savings
- Multigenerational Wealth Planning
- Wealth-Preservation Planning
- Estate Investment Planning
- Tax-Efficient Strategies
- Risk Management
- Strategic Planning
- Deferred Compensation Plans
- Relationship Management
- Financial Analysis
- Financial Reporting
- Business Owner Planning
- Retirement Plan Consulting
- Microsoft Office
- Business Succession Planning
- Wealth Preservation Planning
- Microsoft Excel
- Leadership
- Finance
- Tax Efficient Strategies
Robert Simmons Summary
- Robert Simmons, based in Hattiesburg, MS, US, is currently a Managing Director - Investments at Benjamin F. Edwards & Co.. Robert Simmons brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley Smith Barney and Legg Mason. Robert Simmons holds a 1976 - 1979 Bachelor of Science in Business Administration @ Mississippi State University. With a robust skill set that includes Asset Allocation, Financial Advisory, Investments, Investment Strategies, Securities and more. Robert Simmons has 1 emails and 2 mobile phone numbers on RocketReach.
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