Simms Oliphant Email & Phone Number
Managing Director
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Simms Oliphant Location
- Columbia, SC, US
Simms Oliphant Work
- 2024 -now Managing Director @ Palmetto Asset Advisors LLC
- 2013 -2024 Senior Vice President @
- 2006 -2013 Senior Vice President @ Stephens
- 2001 -2006 Senior Vice President @
Simms Oliphant Education
- University of South Carolina
Bachelor of Science (BS) (Business Administration/Finance)
1974-1978 - Darla Moore School of Business at the University of South Carolina
Simms Oliphant Skills
- Portfolio Management
- Strategic Planning
- Investments
- Wealth Management
- New Business Development
- Strategy
- Fundraising
- Series 7
- Retirement Planning
- Investment Management
- Financial Advisory
- High Net Worth Individuals
- Series 63
- FINRA
- Mutual Funds
- 401k
- Asset Management
- Estate Planning
- Insurance
- 401k Rollovers
- Risk Management
- Series 65
- ETFs
- Uniform Combined State Law
- Asset Allocation
- Securities
- Wealth Management Services
- Bonds
- Variable Annuities
- Municipal Bonds
- Alternative Investments
- Separately Managed Accounts
- Investment Advisory
- Investment Strategies
- Retirement Plan Consulting
- Retirement
- Series 6
- IRAs
- 529 Plans
- Strategic Financial Planning
- Fixed Income Analysis
- Defined Benefit
- Trust Services
- Investment Advisory Services
- Wealth Preservation Planning
- Private Placements
- Institutional Investments
- Equity Valuation
- Value Investing
- Profit Sharing
- High Net Worth
- Wealth Preservation
- Microsoft Excel
- Customer Service
- Uniform Combined State
- Management
- Project Management
- Strategic Financial
- Separately Managed
- Retirement Plan
- Institutional
Simms Oliphant Summary
- Simms Oliphant, based in Columbia, SC, US, is currently a Managing Director at Palmetto Asset Advisors LLC. Simms Oliphant brings experience from previous roles at Janney Montgomery Scott LLC, Stephens and Legg Mason. Simms Oliphant holds a 1974 - 1978 Bachelor of Science (BS) in Business Administration/Finance @ University of South Carolina. With a robust skill set that includes Portfolio Management, Strategic Planning, Investments, Wealth Management, New Business Development and more. Simms Oliphant has 1 emails and 1 mobile phone numbers on RocketReach.
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