Thomas  Sims,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas Sims, CFP®

Wealth Advisor, Director

MAI Capital Management

6101 Carnegie Blvd, Ste 360
Charlotte, NC 28209-4829
FINANCIAL ADVISOR'S WEBSITE
(704) 267-7819 CONNECT WITH Thomas
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General

Thomas Sims is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MAI Capital Management in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Property/casualty

Broker-Dealer Affiliation

Fidelity

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning

More

Helpful Financial Planning Resources