Dudley Simms, Cfa, Cfp®

Dudley Simms, Cfa, Cfp® Email and Phone Number

Portfolio Manager @ BMSS Wesson Wealth Solutions
Birmingham, AL, US
Dudley Simms, Cfa, Cfp®'s Location
Dallas, Texas, United States, United States
Dudley Simms, Cfa, Cfp®'s Contact Details

Dudley Simms, Cfa, Cfp® work email

Dudley Simms, Cfa, Cfp® personal email

n/a

Dudley Simms, Cfa, Cfp® phone numbers

About Dudley Simms, Cfa, Cfp®

Dudley began his career in financial services in 1998 when he joined Merrill Lynch as a Financial Consultant. There he formulated and implemented planning strategies to help individuals puruse their financial goals. Dudley then transitioned into money management in the role of Portfolio Specialist with Merrill Lynch Investment Managers.After years of study and extensive testing, Dudley was awarded the designation of Chartered Financial Analyst®. Dudley also worked at JPMorgan Private Clients Services helping run the Dallas office as Administrative Officer.Dudley graduated from Dallas Theological Seminary with a Masters of Theology with an emphasis in church history. He spent his undergraduate years at the University of North Carolina at Chapel Hill graduating with a bachelor of arts majoring in psychology.Dudley enjoys spending time with wife, Aimee, and their four active sons and time serving at his church.

Dudley Simms, Cfa, Cfp®'s Current Company Details
BMSS Wesson Wealth Solutions

Bmss Wesson Wealth Solutions

View
Portfolio Manager
Birmingham, AL, US
Website:
bmsswesson.com
Employees:
14
Dudley Simms, Cfa, Cfp® Work Experience Details
  • Bmss Wesson Wealth Solutions
    Portfolio Manager
    Bmss Wesson Wealth Solutions
    Birmingham, Al, Us
    View
  • Fisher Investments
    Investment Counselor - Private Client Group
    Fisher Investments Mar 2020 - Present
    View
  • Chessman Wealth Strategies
    Wealth Advisor
    Chessman Wealth Strategies Jan 2014 - Mar 2020
    Dallas/Fort Worth Area
    View
  • Highgate House, Inc.
    Owner
    Highgate House, Inc. Oct 1992 - Jan 2014
    Dallas/Fort Worth Area
  • J.P. Morgan
    Market Administrative Officer, Vice President - Private Client Group
    J.P. Morgan Apr 2004 - Apr 2007
    View
  • Merrill Lynch
    Portfolio Specialist - Merrill Lynch Investment Managers
    Merrill Lynch Nov 2000 - Dec 2002
    Dallas/Fort Worth Area
    View
  • Merrill Lynch
    Financial Consultant
    Merrill Lynch Oct 1998 - Nov 2000
    Dallas/Fort Worth Area
    View

Dudley Simms, Cfa, Cfp® Education Details

Frequently Asked Questions about Dudley Simms, Cfa, Cfp®

What company does Dudley Simms, Cfa, Cfp® work for?

Dudley Simms, Cfa, Cfp® works for Bmss Wesson Wealth Solutions

What is Dudley Simms, Cfa, Cfp®'s role at the current company?

Dudley Simms, Cfa, Cfp®'s current role is Portfolio Manager.

What is Dudley Simms, Cfa, Cfp®'s email address?

Dudley Simms, Cfa, Cfp®'s email address is du****@****lth.com

What is Dudley Simms, Cfa, Cfp®'s direct phone number?

Dudley Simms, Cfa, Cfp®'s direct phone number is +121457*****

What schools did Dudley Simms, Cfa, Cfp® attend?

Dudley Simms, Cfa, Cfp® attended University Of North Carolina At Chapel Hill, Indiana Wesleyan University, Dallas Theological Seminary.

Who are Dudley Simms, Cfa, Cfp®'s colleagues?

Dudley Simms, Cfa, Cfp®'s colleagues are Manoj Chaubey, Abigail Waddell, Cpa, Cfp®, Bradley Moore, Leslie Urrea, Tank Tankersley, Cfp®, Ricp®, Aep®, Ctfa, Cka®, Mba, Anna Jackson.

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