Ted Simpson Email & Phone Number
Chief Operating Officer and General Counsel
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Ted Simpson Location
- Palm Beach, FL, US
Ted Simpson Work
- 2024 -now Chief Operating Officer and General Counsel @ EverWatch Financial
- 2021 -2024 Senior Vice President - Head of Focus Fiduciary Solutions @
- 2013 -2021 Senior Vice President - Senior Wealth Planning Strategist @ Wells Fargo Wealth & Investment Management
- 2011 -2013 Attorney @
- 2001 -2011 Attorney @
- 2000 -2001 Senior Tax Associate @
- 1998 -2000 Attorney @ Hanna Kerns & Strader P.C.
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 on RocketReach.
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Ted Simpson
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