WILLIAM E SIMS
Paramedic at Woodhaven Ct, Green Cove Springs, FL

License number

Florida 206313

Issued Date

Jun 24, 2003

Effective Date

Dec 12, 2014

Expiration Date

Dec 1, 2018

Personal information

See more information about WILLIAM E SIMS at radaris.com

Name

Address

Phone

William Sims

5427 Monterrey Club Ct, Windermere, FL 34786

(954) 614-6596

William Sims

5302 Vermont Rd, Marianna, FL 32448

(850) 832-5179

William Sims

4794 Coquina Crossing Dr, Elkton, FL 32033

(904) 276-7726

William Sims, age 78

5014 Rock Glen Turn, Mulberry, FL 33860

(863) 559-6039

William O Sims, age 103

25420 Luke St, Christmas, FL 32709

Professional information

Merrill Lynch Wealth Management Advisor, Cfp, Crpc, Csna

Position:

Wealth Management Advisor at Merrill Lynch

Location:

Jacksonville, Florida Area

Industry:

Financial Services

Work:

Merrill Lynch - Jacksonville, Florida Area since Nov 2005 - Wealth Management Advisor Unisys Aug 1982 - Dec 2001 - Client Relationship Manager

Education:

University of North Florida 1982 - 1984
MBA, Finance Florida State University 1978 - 1980
BS, Marketing

Skills:

Financial Advisory, Wealth, Certified Financial Planner, High Net Worth Individuals, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Investments, Investment Advisory, Portfolio Management, Strategic Financial Planning, Equities, Alternative Investments, Retirement, Fixed Income, Investment Strategies, Securities, Wealth Management Services, ETFs, Investment Management, 401k, IRAs, Bonds, Fixed Annuities, Estate Planning, Financial Planners, Private Banking, Wealth Accumulation, Asset Management, Options, Separately Managed Accounts, Hedge Funds, 401k Rollovers, Financial Services, Saving for Education, Financial Markets, Structured Products, Personal Financial Planning, Roth IRA, Capital Markets, Income Protection, Trust Services, Retirement Plan Consulting, Financial Goals, Derivatives, Private Equity, Relationship Management, Life Insurance, Equity Research