David Simmons

As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help. I have been in the financial services industry for 24 years as a business owner, corporate management and advisor. Before entering the financial services industry, I graduated from the University of North Carolina at Wilmington on a Track and Field/Cross Country scholarship with a degree in Business. Now as a financial advisor with the Cary office of Wells Fargo Advisors, I take pride in working for a firm that puts you first. My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. Away from the office, I also enjoy spending time with my family, staying fit, and pursuing outdoor activities. The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you?ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact ? me. It?s a distinct advantage of working with one of the world?s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation. David resides in Apex, NC, he attends United Methodist Church and participates with his son Dawson in Boy Scouts in Cary, NC. David is a passionate support of Smile Train among other charities. David enjoys mountain bike riding, hiking and enjoying NC and SC beaches as well as NC mountains.