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Ted Simpson Location
Palm Beach, FL, US
Ted Simpson Work
Chief Operating Officer and General Counsel @ EverWatch Financial (February 2024 - Present)
Senior Vice President - Head of Focus Fiduciary Solutions @ (August 2021 - February 2024)
Senior Vice President - Senior Wealth Planning Strategist @ Wells Fargo Wealth & Investment Management (December 2013 - July 2021)
Attorney @ (November 2011 - December 2013)
Attorney @ (November 2001 - November 2011)
Senior Tax Associate @ (April 2000 - November 2001)
Attorney @ Hanna Kerns & Strader P.C. (July 1998 - April 2000)
Ted Simpson Education
Harvard Business School Online
Certificate in Leading with Finance
2020-2020
University of Washington School of Law
LL.M. (Taxation)
1997-1998
Gonzaga University School of Law
JD (Law - Business Concentration)
1994-1997
Eastern Washington University
BA (Gonvernment/Pre-Law)
1991-1994
Ted Simpson Skills
Business Succession Planning Strategies
Wealth Planning Strategies
Risk Management Strategies
Executive Compensation Planning Strategies
Charitable Gifting Strategies
Legacy Planning Strategies
Multigenerational Wealth Transfer
Tax-Efficient Planning Strategies
Ted Simpson Summary
Ted Simpson, based in Palm Beach, FL, US, is currently a Chief Operating Officer and General Counsel at EverWatch Financial. Ted Simpson brings experience from previous roles at Focus Financial Partners, Wells Fargo Wealth & Investment Management, Harrang Long Gary Rudnick P.C. and Samuels Yoelin Kantor LLP. Ted Simpson holds a 2020 - 2020 Certificate in Leading with Finance @ Harvard Business School Online. With a robust skill set that includes Business Succession Planning Strategies, Wealth Planning Strategies, Risk Management Strategies, Executive Compensation Planning Strategies, Charitable Gifting Strategies and more. Ted Simpson has 1 emails and 2 mobile phone numbers on RocketReach.
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