Scott Simmons Email & Phone Number
Managing Director, The Trust Company of Oxford and Family Office Fellow @ Oxford Financial Group, Ltd.
5 free lookup(s).
Scott Simmons Location
- Fishers, IN, US
Scott Simmons Work
- 2022 -now Managing Director, The Trust Company of Oxford and Family Office Fellow @
- 2018 -2021 Senior Wealth Strategist @
- 2016 -2018 Wealth Strategist @
- 2011 -2016 Wealth Strategist @
- 2008 -2009 Vice President - Regional Wealth Consultant @ Wells Fargo Advisors LLC
- 2007 -2008 Vice President - Regional Wealth Consultant @
- 2006 -2007 Vice President - Wealth Management Consultant @
- 2001 -2006 Vice President @ Community First Trust Company
Scott Simmons Education
- University of Denver
LLM (Taxation)
1994-1995 - University of Arkansas School of Law, Fayetteville
JD (Law)
1989-1992 - Arkansas Tech University
BS (Business Adminstration)
1984-1989
Scott Simmons Skills
- Wealth Management
- Estate Planning
- Financial Advisory
- Strategic Financial Planning
- Strategic Financial
- Financial Services
- Wealth
- Retirement Planning
- Securities
- Financial Planning
- Mutual Funds
- Life Insurance
- Series 7
Scott Simmons Summary
- Scott Simmons, based in Fishers, IN, US, is currently a Managing Director, The Trust Company of Oxford and Family Office Fellow at Oxford Financial Group, Ltd.. Scott Simmons brings experience from previous roles at Oxford Financial Group, Ltd., Charles Schwab and Wells Fargo Advisors LLC. Scott Simmons holds a 1994 - 1995 LLM in Taxation @ University of Denver. With a robust skill set that includes Wealth Management, Estate Planning, Financial Advisory, Strategic Financial Planning, Strategic Financial and more. Scott Simmons has 2 emails and 2 mobile phone numbers on RocketReach.
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