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Kimberly S

Series 63, Series 65

Cullman, AL

Transamerica Financial Advisors

Kimberly Simmons is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. She previously worked at several firms including World Financial Group and Physicians Mutual. Simmons is a partner in S&K Legacy Services, a management company created for tax purposes. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network using model portfolios and third-party managers across multiple platforms.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Raymond M

Series 63, Series 65

Cullman, AL

Transamerica Financial Advisors

Raymond Mitchell Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and WealthWave since 2016. Outside of his advisory work, he manages membership dues and lease payments for the Black Cypress Hunting Club, a duck hunting lease spanning approximately 2,200 acres. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers through multiple program platforms to deliver its services.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Christopher M

Series 63, Series 65

Cullman, AL

Transamerica Financial Advisors

Christopher Mayo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has additional experience at WealthWave and Wfgia. Outside of financial advising, Mayo works as a nuclear medicine technologist at Huntsville Cardiovascular Clinic, performing cardiac stress tests. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach with third-party managers and digital platforms to deliver investment advisory and retirement-plan services.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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