AeroLeads people directory · profile

Thomas Sims, Cfp® Email & Phone Number

Wealth Advisor, Director | CFP® @ MAI Capital Management at MAI Capital Management

Location: Charlotte, North Carolina, United States 4 work roles 2 schools

LinkedIn matched

✓ Verified May 2026 3 data sources Profile completeness 86%

Current company

MAI Capital Management

Role

Wealth Advisor, Director | CFP® @ MAI Capital Management

Location

Charlotte, North Carolina, United States

Company size

169 employees

Who is Thomas Sims, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Thomas Sims, Cfp® is listed as Wealth Advisor, Director | CFP® @ MAI Capital Management at MAI Capital Management, a company with 169 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Thomas Sims, Cfp®.

Thomas Sims, Cfp® previously worked as Wealth Advisor, Director at Mai Capital Management and Senior Financial Advisor, CFP® at Vanguard. Thomas Sims, Cfp® holds Master'S Degree, Masters In Secondary Education And Teaching. • Bachelor’S Degree In Interdisciplinary Studies from West Virginia University.

Company email context

Email format at MAI Capital Management

This section adds company-level context without repeating Thomas Sims, Cfp®'s masked contact details.

MAI Capital Management

Review company-level records connected to Thomas Sims, Cfp® before choosing the right outreach path.

View email format View company profile Management contacts

Profile bio

About Thomas Sims, Cfp®

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.

Current workplace

Thomas Sims, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Mai Capital Management

Wealth Advisor, Director | CFP® @ MAI Capital Management

cleveland, ohio, united states

Website

mai.capital

Employees

169

AeroLeads page

Company profile

View company profile Email format

4 roles

Thomas Sims, Cfp® work experience

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

Wealth Advisor, Director

Current

Mai Capital Management

Charlotte, North Carolina, United States

Nov 2023 - Present

Senior Financial Advisor, Cfp®

Vanguard

Charlotte, North Carolina

Jan 2017 - Oct 2023

Client Relationship Specialist

Vanguard

Charlotte, North Carolina Area

Dec 2015 - Jan 2017

Digital Sales Executive

Hearst Digital Marketing Services

Charlotte, North Carolina Area

Oversight responsibility for the launch of digital advertising campaigns across desktop, mobile, and programmatic solutions for small and medium sized companies.

Apr 2015 - Dec 2015

Team & coworkers

Colleagues at MAI Capital Management

Other employees you can reach at mai.capital. View company contacts for 169 employees →

LS

Laura Sullivan Colleague at Mai Capital Management United States, United States View → GP

Greg Palacorolla, Cfp® Colleague at Mai Capital Management Ellicott City, Maryland, United States, United States View → LE

Leila Evans Colleague at Mai Capital Management Charlotte, North Carolina, United States, United States View → SB

Sathik Basha Colleague at Mai Capital Management Saudi Arabia, Saudi Arabia View → CW

Christopher Watson, Cfp®, Cdfa™ Colleague at Mai Capital Management Boston, Massachusetts, United States, United States View → AB

Aurora Bianchi Colleague at Mai Capital Management New York City Metropolitan Area, United States View → KT

Kyaw Thureinsoe Colleague at Mai Capital Management Myanmar, Myanmar View → AM

Ashley Madison Colleague at Mai Capital Management Greater Cleveland, United States View → SB

Sean Black Colleague at Mai Capital Management Greater Cleveland, United States View → DS

Dave Smith Colleague at Mai Capital Management Greenville-Spartanburg-Anderson, South Carolina Area, United States View →

2 education records

Thomas Sims, Cfp® education

Master'S Degree, Masters In Secondary Education And Teaching. • Bachelor’S Degree In Interdisciplinary Studies

West Virginia University

Activities and Societies: Sigma Chi Fraternity: Vice President, House Manager, and Philanthropy Chairman of the Sigma Chi Fraternity at.

High School

Mount Lebanon High School

FAQ

Frequently asked questions about Thomas Sims, Cfp®

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

What company does Thomas Sims, Cfp® work for?

Thomas Sims, Cfp® works for MAI Capital Management.

What is Thomas Sims, Cfp®'s role at MAI Capital Management?

Thomas Sims, Cfp® is listed as Wealth Advisor, Director | CFP® @ MAI Capital Management at MAI Capital Management.

Where is Thomas Sims, Cfp® based?

Thomas Sims, Cfp® is based in Charlotte, North Carolina, United States while working with MAI Capital Management.

What companies has Thomas Sims, Cfp® worked for?

Thomas Sims, Cfp® has worked for Mai Capital Management, Vanguard, and Hearst Digital Marketing Services.

Who are Thomas Sims, Cfp®'s colleagues at MAI Capital Management?

Thomas Sims, Cfp®'s colleagues at MAI Capital Management include Laura Sullivan, Greg Palacorolla, Cfp®, Leila Evans, Sathik Basha, and Christopher Watson, Cfp®, Cdfa™.

How can I contact Thomas Sims, Cfp®?

You can use AeroLeads to view verified contact signals for Thomas Sims, Cfp® at MAI Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Thomas Sims, Cfp® attend?

Thomas Sims, Cfp® holds Master'S Degree, Masters In Secondary Education And Teaching. • Bachelor’S Degree In Interdisciplinary Studies from West Virginia University.

Security Check