Mark Simpson

Mark Simpson

Associate Advisor

Originally from Tupelo, Mark earned a Bachelor of Science and a Master of Business Administration from Mississippi State University. He met his wife there and moved to the beautiful Mississippi Gulf Coast after graduating. He has two young children and enjoys creating things, whether that be related to carpentry, gardening, or cooking.

After working for the wealth management departments of two prominent banks, Mark joined the firm so that he could provide a higher level of service and more personalized attention to his clients.

He has a passion for helping others to view their complete financial picture so that they can make the best financial decisions. He sees his customers as an extended part of his family and greatly enjoys helping them to exceed their financial goals and dreams.

He is focused on investment selection and management for the firm, taking a comprehensive approach that incorporates research, information, and review from LPL, the nation’s largest broker/dealer, and internationally recognized investment companies, so that portfolios for the firm’s clients are guided by the best portfolio managers available.