Traci Simons Email & Phone Number
Regional Director @ Capital Wealth Planning, LLC
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Traci Simons Location
- Norfolk, VA, US
Traci Simons Work
- 2016 -now Regional Director @
- 2000 -2015 Senior Vice President - External Wholesaler @
- 2000 -2002 Regional Vice President - External Wholesaler - Charlotte, NC @
- 1997 -1999 Internal Wholesaler @
- 1996 -1997 Internal Wholesaler @
- 1994 -1996 Phone Representative @
Traci Simons Education
- Clark University
Bachelor of Arts, Psychology (Minor Art History and Jewish Studies)
- Clark University
Traci Simons Skills
- Retirement Planning
- Investments
- Wealth Management
- Asset Allocation
- Finance
- Retirement
- Financial Planning
- Mutual Funds
- Series 7
- Series 63
- 401k
- Financial Services
- ETFs
- New Business Development
- PowerPoint
- Customer Service
- Microsoft Word
Traci Simons Summary
- Traci Simons, based in Norfolk, VA, US, is currently a Regional Director at Capital Wealth Planning, LLC. Traci Simons brings experience from previous roles at Fidelity, Fidelity Investments and State Street Research. Traci Simons holds a Bachelor of Arts, Psychology in Minor Art History and Jewish Studies @ Clark University. With a robust skill set that includes Retirement Planning, Investments, Wealth Management, Asset Allocation, Finance and more. Traci Simons has 1 mobile phone numbers on RocketReach.
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