Francis Simms
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Francis Simms Email & Phone Number

Senior Vice President over the Florida Offices and Senior Private Client Advisor at NorthCoast Asset Management
Location: Greater Orlando, United States 8 work roles 4 schools
1 work email found @northcoastam.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email f****@northcoastam.com
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Current company
NorthCoast Asset Management
Role
Senior Vice President over the Florida Offices and Senior Private Client Advisor
Location
Greater Orlando, United States
Company size
33 employees

Who is Francis Simms? Overview

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Quick answer

Francis Simms is listed as Senior Vice President over the Florida Offices and Senior Private Client Advisor at NorthCoast Asset Management, a with 33 employees, based in Greater Orlando, United States. AeroLeads shows a work email signal at northcoastam.com and a matched LinkedIn profile for Francis Simms.

Francis Simms previously worked as Senior Vice President at Northcoast Asset Management and Senior Vice President at Connectus Wealth Advisers. Francis Simms holds Certified Financial Planner, Financial Planning And Services from College For Financial Planning.

Company email context

Email format at NorthCoast Asset Management

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{first_initial}{last}@northcoastam.com
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AeroLeads found 1 current-domain work email signal for Francis Simms. Compare company email patterns before reaching out.

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Profile bio

About Francis Simms

I can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to NorthCoast Asset Management portfolio expertise, insights, and analysis. It’s a modern approach to wealth management—so you can take ownership of your financial life.Over 16 years of market and financial services industry’s experience. I currently hold my Accredited Asset Management Specialist℠ designation, Masters in Business Administration, Series 7, 63, 66 Securities Licenses, and Life & Variable Annuity Insurance License.

Listed skills include Portfolio Management, Management, Financial Advisory, Investments, and 5 others.

Current workplace

Francis Simms's current company

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NorthCoast Asset Management
Northcoast Asset Management
Senior Vice President over the Florida Offices and Senior Private Client Advisor
greenwich, connecticut, united states
Website
northcoastam.com
Employees
33
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Company profile
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8 roles

Francis Simms work experience

A career timeline built from the work history available for this profile.

Senior Vice President

Current
Connectus Wealth Advisers

Florida, United States

Our mission is to deliver personalized advice through a collaborative alliance of experienced, trusted professionals. Through this alliance we help people build wealth, enjoy what they've worked hard for, and leave a legacy they can be proud of. Our goal is to support your entire financial life.

Apr 2019 - Present

Vice President - Sr. Financial Consultant

Charles Schwab
Nov 2017 - Apr 2019

Vp - Financial Consultant

Charles Schwab

Orlando And The Villages, Florida

Jan 2011 - Oct 2017

Associate Financial Consultant

Charles Schwab

Orlando And Maitland, Florida

Feb 2009 - Jan 2011

Senior Administrator - Operations

Charles Schwab

Orlando, Florida

Feb 2008 - Jan 2009

Manager

Express

Orlando, Florida

Oct 2006 - Feb 2008

Non Commissioned Officer - Security Forces

United States Air Force

Tampa, Florida

Anti-terrorism, law enforcement, information, security reports and analysis

Dec 2000 - Jul 2006
Team & coworkers

Colleagues at NorthCoast Asset Management

Other employees you can reach at northcoastam.com. View company contacts for 33 employees →

JM Joe Merkle Joe Merkle Colleague at Northcoast Asset ManagementDallas, Texas, United States View → JG Joseph Grof Joseph Grof Colleague at Northcoast Asset ManagementRichfield, Ohio, United States View → NL Noemí López Noemí López Colleague at Northcoast Asset ManagementNew Bedford, Massachusetts, United States View → MK Michael Kreza, Cfp® Michael Kreza, Cfp® Colleague at Northcoast Asset ManagementDetroit Metropolitan Area, United States View → JK Jason Krugly Jason Krugly Colleague at Northcoast Asset ManagementBrooklyn, New York, United States View → MH Megan Hall Megan Hall Colleague at Northcoast Asset ManagementGreenwich, Connecticut, United States View → WO William Ostruzka William Ostruzka Colleague at Northcoast Asset ManagementGreenwich, Connecticut, United States View → JB John Brewer John Brewer Colleague at Northcoast Asset ManagementNewberg, Oregon, United States View → JL Josh Losonci Josh Losonci Colleague at Northcoast Asset ManagementNew York City Metropolitan Area, United States View → RG Ryan Gregory Ryan Gregory Colleague at Northcoast Asset ManagementUnited States View →
4 education records

Francis Simms education

FAQ

Frequently asked questions about Francis Simms

Quick answers generated from the profile data available on this page.

What company does Francis Simms work for?

Francis Simms works for NorthCoast Asset Management.

What is Francis Simms's role at NorthCoast Asset Management?

Francis Simms is listed as Senior Vice President over the Florida Offices and Senior Private Client Advisor at NorthCoast Asset Management.

What is Francis Simms's email address?

AeroLeads has found 1 work email signal at @northcoastam.com for Francis Simms at NorthCoast Asset Management.

Where is Francis Simms based?

Francis Simms is based in Greater Orlando, United States while working with NorthCoast Asset Management.

What companies has Francis Simms worked for?

Francis Simms has worked for Northcoast Asset Management, Connectus Wealth Advisers, Charles Schwab, Express, and United States Air Force.

Who are Francis Simms's colleagues at NorthCoast Asset Management?

Francis Simms's colleagues at NorthCoast Asset Management include Joe Merkle, Joseph Grof, Noemí López, Michael Kreza, Cfp®, and Jason Krugly.

How can I contact Francis Simms?

You can use AeroLeads to view verified contact signals for Francis Simms at NorthCoast Asset Management, including work email, phone, and LinkedIn data when available.

What schools did Francis Simms attend?

Francis Simms holds Certified Financial Planner, Financial Planning And Services from College For Financial Planning.

What skills is Francis Simms known for?

Francis Simms is listed with skills including Portfolio Management, Management, Financial Advisory, Investments, Financial Services, Wealth Management, Asset Management, and Financial Planning.

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