Steven T. Simpkins

Advice & Planning Analyst

Role
Advice & Planning Analyst at Truist Wealth
Location
Richmond, VA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Steven T. Simpkins

Campbell University/William & Mary graduate with Major in Trust & Wealth Management and a Minor in Financial Planning. Masters in Business Administration. Organized and goal oriented. Excels in team environments.

Experience

  1. Advice & Planning Analyst

    Truist Wealth

    Mar 2025 — Present · Richmond, VA, US

Education

  • Campbell University, Lundy-Fetterman School of Business

    Bachelor's degree, Trust & Wealth Management

    2013 — 2018

  • William & Mary

    Master of Business Administration - MBA

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Steven T. Simpkins — Advice & Planning Analyst at Truist Wealth in Richmond, VA, US | Unifers