David Lee Thompson Jr, CRPC®
Associate Vice President, Investments
As a Chartered Retirement Planning CounselorSM, David Thompson specializes in concentrated stocks and retirement planning. He strives to develop personal relationships with clients, evaluating their financial situations and designing retirement plans unique to the lifestyle they wish to achieve.
Prior to joining Raymond James, David was a financial advisor with Merrill Lynch. He earned his bachelor’s degree in finance from the University of Kentucky. Active in his community, he is involved with the Rose Hill Baptist Church and Rose Hill Christian School, where he serves as a school board member. He is also involved with the Community Kitchen and coaches youth basketball. Originally from Ashland, Kentucky, he currently resides there with his wife, Krisie, and children, Ross and Haley.
Steven L. Simmerman, CFP®
Vice President, Investments
Driven by the desire to help people better manage their money, Certified Financial PlannerTM Professional Steve Simmerman focuses on investment planning and selection. He brings to the team a unique understanding of tax laws and strategies. Prior to joining Raymond James, Steve spent 12 years with Merrill Lynch, where he most recently served as an associate vice president of investments. He is also a former trust officer for a local bank.
Steve, is a graduate of University of Kentucky’s College of Business and Economics with a degree in accounting. He ia also a graduate of the National Graduate Trust School at Northwestern University. Steve and his wife, Toby, have two daughters, Sarah and Hannah. He has served as the president and director of Community Hospice, CASA(Childwatch), and the United Way of Northern Kentucky.
Client Service Associate
Raymond James financial advisors do not provide tax advice. You should discuss tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.