Deborah Sims, Financial Advisor
Deborah has over 20 years of experience in the financial services industry. She has served in various capacities of her corporate life as Vice President of a Wall Street firm and was instrumental in opening and operating financial service offices.
She specializes in Estate Planning and believes in the protection and the accumulation of wealth. Her expertise includes Living Trusts, Deferred Sales Trust™ (“An Alternative to a 1031 Exchange”) and other Advanced Estate Planning techniques.
Her focus is on individual and trust portfolio strategies with an emphasis on retirement planning. Investment strategies are guided by an active asset allocation approach including recommendations to reallocate client portfolios according to changing market conditions.
Deborah is involved with various volunteer organizations. Her passion involves helping with the Foster Care Organization and Children’s Convalescent Hospital. She has three daughters; Devon, Shelby and Taylor. She enjoys running Half-Marathons and is also an active member of her family’s church.
