Mark J Simms is a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management in Mount Pleasant, South Carolina. Mark has been in the financial services industry since 1994. He focuses on delivering a comprehensive approach to managing wealth, starting with an understanding of what each client wants to achieve. His access to the investment insights of Merrill and banking convenience of Bank of America helps address the various aspects of client’s financial lives.
Mark earned a Bachelor of Business Administration from Western Connecticut State University
and is a veteran of the U.S. Navy. Mark transferred from New Fairfield, CT and now lives in
Mount Pleasant, South Carolina with his wife Diane. They have three grown daughters.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
