David Sims

Background

About David Sims

I bring more than 20 years of experience in banking and finance, with a specialized focus on wealth management and retirement planning since 2008. My focus lies in developing corporate strategies that help businesses recruit, retain, reward, and retire their key employees. On the personal side, I create customized financial plans and tax strategies that help enable my clients to achieve their financial objectives. I am passionate about empowering clients and their families to build a financial foundation for their future. I have a Bachelor of Business Administration (BBA) in Financial Services Planning from Baylor University, complemented by both a Master of Business Administration (MBA) and Master of Science in Accounting (MSA) with specializations in Finance and Accounting from Texas A&M Commerce. My leadership experience includes previous service as a board member for both the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Service Professionals (FSP). Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc. member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. David Sims, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. 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. 4766300-092025 David Sims is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or services in any state which the registered representative is not properly licensed. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.