Thomas Sims
Wealth Advisor, Director | CFP® @ MAI Capital Management
- Role
- Wealth Advisor, Director at MAI Capital Management
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Thomas Sims
As a Wealth Advisor at MAI Capital Management, I provide comprehensive financial planning and investment management services to high-net-worth individuals and families who face evolving issues at different stages of life by developing a thoughtful, goals-based plan and a customized, risk-appropriate portfolio. Each client relationship I maintain is driven by one powerful purpose: to empower clients to simplify, protect, and grow the wealth they have worked so hard to build –freeing their time to enjoy it.
Experience
Wealth Advisor, Director
Nov 2023 — Present · Charlotte, NC, US
Education
Mount Lebanon High School
High School
2007 — 2010
West Virginia University
Master's Degree, Masters in Secondary Education and Teaching. • Bachelor’s Degree in Interdisciplinary Studies
2010 — 2015
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