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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

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✓ Verified Jul 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

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Quick answer

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

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MAI Capital Management

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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

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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 →

SS

Sally Sanders Colleague at Mai Capital ManagementJacksonville, Florida, United States View → PG

Patrick Gingras Colleague at Mai Capital ManagementMadison, Connecticut, United States View → HJ

Hailey Jackson, Mba Colleague at Mai Capital ManagementOlmsted Falls, Ohio, United States View → JP

Jim Perrine, Cfp® Colleague at Mai Capital ManagementCleveland, Ohio, United States View → TF

Tiago Furtado Da Silva Colleague at Mai Capital ManagementCampos Dos Goytacazes, Rio De Janeiro, Brazil View → AM

Andy Meyer, Cfa, Cfp® Colleague at Mai Capital ManagementNewport Beach, California, United States View → MM

Muhammad Malam Attah Colleague at Mai Capital ManagementLagos, Lagos State, Nigeria View → JC

Jason Cox Colleague at Mai Capital ManagementLoveland, Ohio, United States View → AS

Anakin Sky Colleague at Mai Capital ManagementPhuket, Thailand View → MP

Michael Pietzak Colleague at Mai Capital ManagementFarmingdale, New York, 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.

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 Sally Sanders, Patrick Gingras, Hailey Jackson, Mba, Jim Perrine, Cfp®, and Tiago Furtado Da Silva.

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.

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