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Frank S
Series 66
White Plains, MD
The Simpson Firm LLC
Frank Simpson Jr. is a financial advisor with The Simpson Firm LLC in White Plains, MD. He holds the Series 66 designation and has nine years of industry experience, including prior roles at Merrill and Bank of America. He has been with The Simpson Firm since 2018. The Simpson Firm provides fee-only investment advisory and financial planning services to small and mid-size groups and individual clients. The firm emphasizes customized strategies aligned with client risk tolerance and objectives, employing long-term investment approaches supplemented by selective short-term trading and hedging techniques.
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