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Traci Simons Email & Phone Number

Mutual Fund Wholesaler at Capital Wealth Planning, LLC
Location: Norfolk, Virginia, United States 6 work roles 2 schools
1 work email found @fmr.com 2 phones found area 401 and 617 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email t****@fmr.com
Direct phone (401) ***-****
LinkedIn Profile matched
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Current company
Capital Wealth Planning, LLC
Role
Mutual Fund Wholesaler
Location
Norfolk, Virginia, United States
Company size
19 employees

Who is Traci Simons? Overview

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Quick answer

Traci Simons is listed as Mutual Fund Wholesaler at Capital Wealth Planning, LLC, a with 19 employees, based in Norfolk, Virginia, United States. AeroLeads shows a work email signal at fmr.com, phone signal with area code 401, 617, and a matched LinkedIn profile for Traci Simons.

Traci Simons previously worked as Regional Director at Capital Wealth Planning, Llc and Senior Vice President - External Wholesaler at Fidelity. Traci Simons holds Bachelor Of Arts, Psychology, Minor Art History And Jewish Studies from Clark University.

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Email format at Capital Wealth Planning, LLC

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{first}.{last}@fmr.com
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AeroLeads found 1 current-domain work email signal for Traci Simons. Compare company email patterns before reaching out.

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Profile bio

About Traci Simons

Sales Professional with over 20 years of experience in Territory Management, Customer Service, and Distribution.Tenured track record of building relationships among Financial Advisors, cross selling to a wide range of Centers of Influence, and promoting Brand Awareness in a consultative-driven sales manner designed to attract and retain business.Extensive knowledge of Financial Instruments encompassing Mutual Funds, 401(k), DCIO, and Annuity Products.Established and developed a reputation for delivering the highest quality service with maximum efficiency.

Listed skills include Retirement Planning, Investments, Wealth Management, Asset Allocation, and 9 others.

Current workplace

Traci Simons's current company

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Capital Wealth Planning, LLC
Capital Wealth Planning, Llc
Mutual Fund Wholesaler
naples, florida, united states
Website
capitalwealthplanning.com
Employees
19
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Company profile
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6 roles · 33 years

Traci Simons work experience

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

Senior Vice President - External Wholesaler

Fidelity

Virginia

Responsible for Wholesaling Mutual Funds, 401(k), DCIO, and Annuity Products to Wirehouse, Regional, Independent Financial Advisors, and Banks throughout Virginia; additional territory coverage has included NC, SC, TN, WV, and KY.Focus firms include: Ameriprise, LPL, Raymond James, UBS, Morgan Stanley, Merrill Lynch, and Wells Fargo.Develop relationships among Financial Advisors, Branch Management, and Centers of Influence to drive business.Built and executed a consultative-driven sales strategy focused on generating and retaining business through marketing, product implementation, client focus, referral based prospecting, and value-add sales ideas.Partner with 401(k) team to prospect, identify, and close 401(k) business across all channels of distribution.High level of proficiency in Portfolio Development, Asset Allocation, and Investment Management.*Responsible for over $250MM in sales YTD-109% of asset retention goal.*2014 generated over $270MM in sales-123% of redemption goal.*2013 generated over $240MM in sales and $25MM in 401(k) business-105% of redemption ratio goal.*2012 generated over $260MM in sales and $40MM in 401(k) business-105% of redemption ratio goal.*Achieved 401(k) Partnership Award; consistently rank in top quartile for assets gathered.*7 time President’s Circle Award Winner; 2012 President Club trip-top 10% of Sales Force.

Jan 2000 - Dec 2015

Regional Vice President - External Wholesaler - Charlotte, Nc

Fidelity Investments

Charlotte, North Carolina Area

Responsible for Wholesaling to Insurance Agency Reps in NC, SC, TN, and KY.

2000 - 2002 ~2 yrs
Team & coworkers

Colleagues at Capital Wealth Planning, LLC

Other employees you can reach at capitalwealthplanning.com. View company contacts for 19 employees →

RC Ryan Carney Ryan Carney Colleague at Capital Wealth Planning, LlcNaples, Florida, United States View → RW Regan Wall Regan Wall Colleague at Capital Wealth Planning, LlcUnited States View → JF Jay Fortuna Jay Fortuna Colleague at Capital Wealth Planning, LlcNew York City Metropolitan Area, United States View → MK Manisha Kumar Manisha Kumar Colleague at Capital Wealth Planning, LlcCape Coral, Florida, United States View → RM Ryland Mathews, Cfa Ryland Mathews, Cfa Colleague at Capital Wealth Planning, LlcNaples, Florida, United States View → CB Chad Brand Chad Brand Colleague at Capital Wealth Planning, LlcNewport Beach, California, United States View → DW David Whittaker, Cmsa® David Whittaker, Cmsa® Colleague at Capital Wealth Planning, LlcNaples, Florida, United States View → HM Hailey Moskowitz Hailey Moskowitz Colleague at Capital Wealth Planning, LlcNaples, Florida, United States View → BB Brandon Bowens Brandon Bowens Colleague at Capital Wealth Planning, LlcFort Myers, Florida, United States View → KS Kevin Simpson Kevin Simpson Colleague at Capital Wealth Planning, LlcNaples, Florida, United States View →
2 education records

Traci Simons education

Bachelor Of Arts, Psychology, Minor Art History And Jewish Studies

Clark University
FAQ

Frequently asked questions about Traci Simons

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

What company does Traci Simons work for?

Traci Simons works for Capital Wealth Planning, LLC.

What is Traci Simons's role at Capital Wealth Planning, LLC?

Traci Simons is listed as Mutual Fund Wholesaler at Capital Wealth Planning, LLC.

What is Traci Simons's email address?

AeroLeads has found 1 work email signal at @fmr.com for Traci Simons at Capital Wealth Planning, LLC.

What is Traci Simons's phone number?

AeroLeads has found 2 phone signal(s) with area code 401, 617 for Traci Simons at Capital Wealth Planning, LLC.

Where is Traci Simons based?

Traci Simons is based in Norfolk, Virginia, United States while working with Capital Wealth Planning, LLC.

What companies has Traci Simons worked for?

Traci Simons has worked for Capital Wealth Planning, Llc, Fidelity, Fidelity Investments, State Street Research, and Putnam Investments.

Who are Traci Simons's colleagues at Capital Wealth Planning, LLC?

Traci Simons's colleagues at Capital Wealth Planning, LLC include Ryan Carney, Regan Wall, Jay Fortuna, Manisha Kumar, and Ryland Mathews, Cfa.

How can I contact Traci Simons?

You can use AeroLeads to view verified contact signals for Traci Simons at Capital Wealth Planning, LLC, including work email, phone, and LinkedIn data when available.

What schools did Traci Simons attend?

Traci Simons holds Bachelor Of Arts, Psychology, Minor Art History And Jewish Studies from Clark University.

What skills is Traci Simons known for?

Traci Simons is listed with skills including Retirement Planning, Investments, Wealth Management, Asset Allocation, Finance, Retirement, Financial Planning, and Mutual Funds.

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