Steve Simmerman
CFP®, CPA
Vice President, Investments
Driven by the desire to help people better manage their money, CERTIFIED FINANCIAL PLANNER™ 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.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James financial advisors do not provide tax advice. You should discuss tax or legal matters with the appropriate professional.* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
