Mark J. Simms
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Mark J. Simms Email & Phone Number

Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management
Location: Mount Pleasant, South Carolina, United States 3 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Merrill Lynch Wealth Management
Role
Senior Financial Advisor, Vice President
Location
Mount Pleasant, South Carolina, United States
Company size
45157 employees

Who is Mark J. Simms? Overview

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Quick answer

Mark J. Simms is listed as Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management, a with 45157 employees, based in Mount Pleasant, South Carolina, United States. AeroLeads shows a matched LinkedIn profile for Mark J. Simms.

Mark J. Simms previously worked as Financial Advisor at Morgan Stanley & Co., Incorporated and Financial Advisor at A.G. Edwards & Sons, Inc.. Mark J. Simms holds Bachelor'S Degree from Western Connecticut State University.

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Merrill Lynch Wealth Management

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Profile bio

About Mark J. Simms

I focus on connecting all aspects of clients' financial lives to help them prioritize and pursue goals that matter most to them. I work with individuals and families to understand their financial situation, risk tolerance, time horizon and liquidity needs. I help them articulate their short- and long-term goals then recommend a financial strategy aligned with what they strive to achieve. I do so while combining personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America.  I enjoy meeting new people and making a positive impact on their lives.  I'm a veteran of the U.S. Navy.  I'm an avid golfer and a member of Bulls Bay Golf Club.

Current workplace

Mark J. Simms's current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Senior Financial Advisor, Vice President
new york, new york, united states
Website
ml.com
Employees
45157
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3 roles

Mark J. Simms work experience

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Financial Advisor

Morgan Stanley & Co., Incorporated
Dec 2007 - Jan 2013

Financial Advisor

A.G. Edwards & Sons, Inc.
Apr 1994 - Dec 2007
Team & coworkers

Colleagues at Merrill Lynch Wealth Management

Other employees you can reach at ml.com. View company contacts for 45157 employees →

EL Elizabeth Leiva Elizabeth Leiva Colleague at Merrill Lynch Wealth ManagementKaty, Texas, United States View → PF Paul Frisch Paul Frisch Colleague at Merrill Lynch Wealth ManagementSanta Monica, California, United States View → KH Karen Hawthorne Karen Hawthorne Colleague at Merrill Lynch Wealth ManagementDallas, Texas, United States View → SS Suanne Schweinsberg Suanne Schweinsberg Colleague at Merrill Lynch Wealth ManagementGreater Pittsburgh Region, United States View → ER Evan Roberts, Cpfa® Evan Roberts, Cpfa® Colleague at Merrill Lynch Wealth ManagementHanover, New Hampshire, United States View → TK Timothy Knott Timothy Knott Colleague at Merrill Lynch Wealth ManagementNew York, United States View → IZ Igor Zaitsev Igor Zaitsev Colleague at Merrill Lynch Wealth ManagementNew York, United States View → MD Michael Davis Michael Davis Colleague at Merrill Lynch Wealth ManagementGreater New Orleans Region, United States View → JE Jason Edelmann Jason Edelmann Colleague at Merrill Lynch Wealth ManagementWoodstock, Maryland, United States View → JG Jeffrey Gladstein Jeffrey Gladstein Colleague at Merrill Lynch Wealth ManagementNarberth, Pennsylvania, United States View →
1 education record

Mark J. Simms education

  • Western Connecticut State University
    Western Connecticut State University
    Bachelor'S Degree
FAQ

Frequently asked questions about Mark J. Simms

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

What company does Mark J. Simms work for?

Mark J. Simms works for Merrill Lynch Wealth Management.

What is Mark J. Simms's role at Merrill Lynch Wealth Management?

Mark J. Simms is listed as Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management.

Where is Mark J. Simms based?

Mark J. Simms is based in Mount Pleasant, South Carolina, United States while working with Merrill Lynch Wealth Management.

What companies has Mark J. Simms worked for?

Mark J. Simms has worked for Merrill Lynch Wealth Management, Morgan Stanley & Co., Incorporated, and A.G. Edwards & Sons, Inc..

Who are Mark J. Simms's colleagues at Merrill Lynch Wealth Management?

Mark J. Simms's colleagues at Merrill Lynch Wealth Management include Elizabeth Leiva, Paul Frisch, Karen Hawthorne, Suanne Schweinsberg, and Evan Roberts, Cpfa®.

How can I contact Mark J. Simms?

You can use AeroLeads to view verified contact signals for Mark J. Simms at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Mark J. Simms attend?

Mark J. Simms holds Bachelor'S Degree from Western Connecticut State University.

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