Senior Vice President – Private Client Advisor

Francis Simms is a Senior Vice President with NorthCoast covering the state of Florida. Francis’ primary efforts are focused on building meaningful relationships and partnering with clients to develop specialized solutions around retirement planning, income generation, and risk management. Francis brings over a decade of financial consulting experience to the NorthCoast team and extends valuable insight across multiple asset classes.

He is a native Floridian and started his career by serving over five years in the US Air Force, where he administered the anti-terrorism program in combat zones. Over the next 11 years, Francis served as Vice President and Senior Financial Consultant at Charles Schwab helping clients reach their financial goals. His financial planning acumen combined with staunch conviction in client service has led him to be the trusted advisor for many families.

Contact Francis – fsimms@northcoastam.com