Thomas Sims
Wealth Advisor, Director at Mai Capital Management
Based in Charlotte, United States
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Seniority
Director
Department
Finance & Accounting
Location
Charlotte
Industry
Financial Services
Company size
476
Contact information
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t•••••••@mai.capital
Phone
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Background
About Thomas Sims
As a Wealth Advisor at MAI Capital Management, I provide comprehensive financial planning and investment management services to high-net-worth individuals and families who face evolving issues at different stages of life by developing a thoughtful, goals-based plan and a customized, risk-appropriate portfolio. Each client relationship I maintain is driven by one powerful purpose: to empower clients to simplify, protect, and grow the wealth they have worked so hard to build –freeing their time to enjoy it.
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