The Simmons Partnership, Inc

James Simmons is a CFP® and holds a Series 66 license with 28 years of experience in the financial services industry. He has worked at Purshe Kaplan Sterling Investments and The Simmons Partnership, Inc. since 2011. In addition to his advisory role, he is involved in the sales and service of fixed life insurance and annuity contracts as an insurance agent. The Simmons Partnership, Inc. advises individuals, trusts, foundations, pension plans, and corporations, serving both high-net-worth and non-HNW clients with financial planning, retirement-plan consulting, and portfolio management. The firm constructs portfolios based on client-specific asset allocation guidelines using a variety of investment vehicles and provides services on discretionary and non-discretionary bases.

Ricci Reber is a financial advisor at The Simmons Partnership, Inc. with Series 65 and Series 66 licenses and two years of industry experience. Prior to joining The Simmons Partnership, he worked at the Public Company Accounting Oversight Board and held positions at the University of Baltimore Merrick School of Business, the U.S. Congressional Budget Office, St. Mary's College of Maryland, and American University. Outside of advising, he is a manager and CFO of Salt Tides, LLC, a business involved in managing vacation rental properties in Cape Cod. The Simmons Partnership, Inc. serves individuals, trusts, foundations, pension plans, and corporations, offering financial planning, retirement-plan consulting, and portfolio management to both high-net-worth and non-HNW clients. The firm constructs portfolios based on client-specific asset allocation guidelines using fundamental research and occasional technical analysis, managing approximately $174 million in assets and providing both discretionary and non-discretionary services.