Thomas Sims, CFP®

Wealth Advisor, Director

Charlotte, NC

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional

 

Work Experience

  • Joined MAI in 2023
  • Previously was a Senior Financial Advisor for 8 years at Vanguard in Charlotte, NC
  • Brings 8 years of experience in financial advisory services working extensively with high-net-worth individuals and families

 

Life Outside of MAI 

  • Has 1 child and 2 chocolate labs with his wife Callie
  • Voting Member for the Certified Financial Planner Boards of Standards, Inc.
  • Active roles within local community and philanthropic organizations

 

Education

  • West Virginia University, B.A. in Interdisciplinary Studies , Masters in Secondary Education

We look forward to learning about your financial goals.

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