Brian Sims

Financial Advisor
Managing Director
Fundamental Choice Portfolio Manager

Phone Number

(770) 650-3216

Brian is a Senior Financial Advisor and Fundamental Choice Portfolio Manager with more than 30 years of experience in wealth management. His practice is built on the integration of portfolio management, comprehensive wealth planning, and long-term strategies tailored to each client's goals and risk tolerance. Brian believes he is known for combining disciplined investment oversight with thoughtful planning and a strong commitment to client relationships. He works closely with clients to help provide consistent guidance through changing market conditions, emphasizing trust, transparency, and long-term decision-making.

Brian resides in Alpharetta, Georgia with his wife, Lindsay, and their children, Milledge and Mary Parker.

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.

Awards

  • • Lingle-Sims Group of Wells Fargo Advisors: 2026 Forbes Best-in-State Wealth Management Teams.

Education

  • University of Georgia
Desk with phone and laptop

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