Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today’s changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Mark M. Simmons II is a Senior Vice President and Senior Financial Advisor in the Palm Beach, Florida office of Merrill Lynch Wealth Management. He provides thoughtful wealth management planning. Careful planning helps wealth work in support of the goals clients have established. Such planning is not a single event - it is a process. As life circumstances change, so must the strategies used to stay on course toward pursuing client objectives. That is why Mark works with clients, one-on-one, to design wealth management strategies targeted to client's specific needs and goals. Mark coordinates with client's personal accountant and legal professionals to help clients stay current with tax law changes and estate planning issues.
Mark worked with Wells Fargo Advisors for 13 years, most recently as Senior Vice President and Senior Financial Advisor. Prior to Wells, Mark spent several years with JP Morgan and an independent investment firm. A graduate of The Ohio State University, he obtained a Bachelor of Science degree in Family Resource Management. Mark earned the Accredited Asset Management Specialist™, Accredited Wealth Management Advisor™, and the Chartered Retirement Planning Counselor™ professional designations.
Mark's passion for learning doesn't end with designations. He loves to travel and has been to Austria, Canada, England, Germany, France, Japan, Puerto Rico, St. Maarten, St. Kitts, and Mexico. Mark spends free time with his wife, Tomomi, and their two daughters, Keiko and Emiko. They like to stay active both physically and mentally whether playing at the park in their neighborhood or being involved in various activities in the Palm Beach area. Mark also enjoys automobiles and church. Mark and Tomomi look forward to sharing many hobbies and creating memories with their daughters as they grow older.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.