Advisor at Trajan Wealth, L.L.C.
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Firm
Trajan Wealth, L.L.C.
Location
Scottsdale, AZ 85255
Credentials
ChFC®, Series 63
Industry experience
6 years
Blaire Underwood Simmons is a financial advisor with Trajan Wealth, L.L.C. in Scottsdale, AZ, holding the ChFC® and Series 63 credentials with six years of industry experience. Prior to joining Trajan Wealth in 2025, Simmons worked at Matthew Aaron, Northwestern Mutual Investment Services LLC, and American Express. Simmons also has experience coaching a freshmen women's basketball team at Ursuline Academy. Trajan Wealth serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial and retirement planning, and access to alternative investments, employing a client-specific investment process documented in an investment policy statement.
Based on Trajan Wealth, L.L.C.
Based on Trajan Wealth, L.L.C.
$0+: 0.50% to 1.50% annually Smaller account sizes or additional servicing+: 1.50% to 2.00% annually
Management fee up to 2.00% plus performance or carry fee not to exceed 25% of gain in valuation on Private Market offerings.
18700 North Hayden Road, Suite 470
Scottsdale, AZ 85255
Arizona
Trajan Wealth
2025 - Present (1 year)
Matthew Aaron
2023 - 2025 (2 years)
Northwestern Mutual Investment Services LLC
2023 - 2025 (2 years)
Matthew Aaron
2022 - 2023 (1 year)
American Express
2022 - 2023 (1 year)
Northwestern Mutual Investment Services LLC
2018 - 2022 (4 years)
Timothy E Radden
2017 - 2022 (5 years)
Ursuline Academy Freshmen Women's Basketball Team
2016 - 2017 (1 year)
Northwestern Mutual Life Insurance Company
2014 - 2017 (3 years)
Northwestern Mutual Investment Services LLC
2014 - 2017 (3 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
Series 65
Cave Creek, AZ
Atlas Wealth Management, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
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