Simmons Capital Group

Donald Simmons is a CFP® with 34 years of industry experience and is a founding member of Simmons Capital Group, where he has worked since 1995. His prior experience includes roles at LPL Financial and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves on the board of Legacy Environmental Solutions, a holding company for a solar franchise brand, and is chairman of the board for Legacy Renewable Resources. Simmons Capital Group is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages approximately $194 million in discretionary assets across roughly 443 client relationships, providing portfolio management, financial planning, retirement plan consulting, and insurance and Medicare planning support.

Benjamin Simmons is a financial advisor at Simmons Capital Group with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Steward Advisors Group. Simmons Capital Group is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans, managing approximately $194 million in discretionary assets across 443 client relationships with a four-adviser team. The firm provides portfolio management, financial planning, retirement plan consulting, and insurance and Medicare planning, using a variety of investment strategies tailored to clients’ objectives.

Zachary Holdsworth is a financial advisor at Simmons Capital Group with a Series 65 designation and two years of industry experience. He also holds associate advisory responsibilities at Steward Advisors Group, where he works approximately 20 hours per week meeting with clients and handling operational tasks. Prior to his advisory roles, Zachary has experience in various positions including work at The Windmill Country Market and McMaster University. Simmons Capital Group is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages approximately $194 million in discretionary assets across roughly 443 client relationships, offering portfolio management, comprehensive financial planning, retirement consulting, and insurance and Medicare planning support through a team of four advisers operating from five offices.

Aaron Batkay is a financial advisor at Simmons Capital Group with a Series 65 credential and two years of industry experience. His prior roles include positions at Arete Wealth Advisors LLC and Steward Advisors Group, LLC. Outside of advisory work, he provides leadership development and coaching through Bishop House Consulting and has served as a business advisor for a technology company, Rise Nutrition LLC. Simmons Capital Group is a registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs discretionary asset allocation and security selection strategies across multiple asset classes, offering portfolio management, financial planning, and retirement plan consulting through a four-adviser team operating from five offices.

Jansen Hein is a financial advisor at Simmons Capital Group with a Series 65 designation and two years of industry experience. His prior roles include positions at Ernst and Young and the Illinois State Board of Investment. Hein is also involved with Heron Ventures. Simmons Capital Group is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages approximately $194 million in discretionary assets across about 443 client relationships, offering portfolio management, comprehensive financial planning, retirement plan consulting, and insurance and Medicare planning support.

Robert Duncan is a CFP® and holds a Series 66 license with 16 years of industry experience. He is currently with Simmons Capital Group and Steward Advisors Group, and previously worked at Global Impact Wealth Management LLC and The Baptist Foundation of California. Simmons Capital Group is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans, managing approximately $194 million in discretionary assets. The firm offers portfolio management, financial planning, retirement plan consulting, and insurance and Medicare planning support through a four-adviser team operating from five offices.

Matthew Stankus is a financial advisor at Steward Advisors Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Simmons Capital Group and Schenectady Community Action Program. Outside of finance, he is a co-owner and administrator of Electric City Athletics, a fitness gym in Schenectady, NY. Steward Advisors Group provides discretionary investment management and financial planning to individuals, trusts, estates, and charitable organizations. The firm tailors portfolios based on client objectives and risk tolerance, incorporating faith-based and moral values into investment screening.