About Michael Simonds
Mike joins us having most recently held Complex Director and Market Executive roles at Merrill Lynch in New York City. He began his career in 1992 as a Financial Advisor with Smith Barney. In 1999, he transitioned into leadership, holding various Branch Management and Complex Manager positions at both Smith Barney and Morgan Stanley.
As a former Financial Advisor, Mike is committed to leading by example and sharing his experience with others. He prides himself in having consistently created a respectful environment where colleagues can learn, grow personally and professionally, and enjoy their work. His top priority is to provide Advisor teams with the training, coaching, and mentoring necessary to grow their practices, achieve business goals and deliver exceptional client service.
Mike’s extensive leadership experience spans across Wealth Management, UHNW and Private Wealth, Institutional Consulting, as well as international and offshore wealth advisory.
He holds a bachelor’s degree in business administration from Towson University. A lifelong New Yorker, he resides on Long Island with his three children: Jake, Ethan and Riley.