Scott Simmons Email & Phone Number
Managing Director, The Trust Company of Oxford and Family Office Fellow @ Oxford Financial Group, Ltd.
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Scott Simmons Location
- Fishers, IN, US
Scott Simmons Work
- Managing Director, The Trust Company of Oxford and Family Office Fellow @ (January 2022 - Present)
- Senior Wealth Strategist @ (June 2018 - December 2021)
- Wealth Strategist @ (June 2016 - June 2018)
- Wealth Strategist @ (January 2011 - January 2016)
- Vice President - Regional Wealth Consultant @ Wells Fargo Advisors LLC (September 2008 - December 2009)
- Vice President - Regional Wealth Consultant @ (October 2007 - September 2008)
- Vice President - Wealth Management Consultant @ (April 2006 - October 2007)
- Vice President @ Community First Trust Company (February 2001 - March 2006)
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 3 emails and 3 mobile phone numbers on RocketReach.
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