Simplified Wealth Management

Kevin Mccormick is a financial advisor with Simplified Wealth Management in Hattiesburg, MS, holding a Series 66 designation and 17 years of industry experience. He previously worked at LPL Financial LLC for seven years before joining Simplified Wealth Management in 2018. Outside of his advisory role, he owns and produces non-variable insurance products through Stellar Insurance, LLC. Simplified Wealth Management is a team of five advisors serving individual and high-net-worth clients with portfolio management, discretionary and non-discretionary accounts, and written investment strategies. The firm customizes advice based on client objectives and risk tolerance, employs a range of investment methods, and does not require an account minimum to open or maintain advisory accounts.

Mark Creel is a financial advisor with Simplified Wealth Management in Hattiesburg, MS, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at LPL Financial for 11 years before joining Simplified Wealth Management in 2021. He operates a DBA under Creel Wealth Management. Simplified Wealth Management is a team of five advisors serving individual clients, including high-net-worth individuals, with portfolio management and tailored investment strategies. The firm offers discretionary and non-discretionary managed accounts, emphasizing personalized advice based on client objectives, risk tolerance, and time horizon.

Ahmed Abouzaid is a financial advisor at Simplified Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior work experience in construction and service roles, as well as ongoing affiliation with the University of Southern Mississippi. Simplified Wealth Management serves individual investors, including high-net-worth clients, by providing discretionary portfolio management and tailored investment strategies based on multiple methods such as asset allocation and technical analysis. The firm manages accounts on a discretionary basis and offers participant account management through third-party platforms.

James Carpenter is a financial advisor at Simplified Wealth Management with 24 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at LPL Financial LLC for 16 years before joining his current firm in 2020. Outside of his advisory role, he teaches individual and group golf lessons in Hattiesburg, MS. Simplified Wealth Management is a team of five advisors serving individual and high-net-worth clients with portfolio management, discretionary and non-discretionary accounts, and written investment strategies. The firm customizes advice based on client objectives and risk tolerance, employs various investment methods, and does not require an account minimum to open or maintain accounts.

Kali Plunket is a financial advisor at Simplified Wealth Management in Hattiesburg, MS, holding a Series 65 credential with one year of industry experience. Prior to joining Simplified Wealth Management, Kali has worked in various roles including office coordinator at Southern Direct Fiber and in the food service industry. Kali is also a licensed insurance agent involved in the sale of insurance products. Simplified Wealth Management is a team of five advisors serving individual clients, including high-net-worth individuals, with portfolio management and investment strategies tailored to client objectives, time horizons, and risk tolerance. The firm does not impose account minimums and offers both discretionary and non-discretionary managed accounts along with one-time financial planning services.

James Garraway III is a financial advisor with Simplified Wealth Management in Hattiesburg, MS, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, Trustmark National Bank, and Regions Financial Corp. He is also licensed to sell various insurance products as an insurance agent. Simplified Wealth Management serves individual investors, including high-net-worth clients, by providing discretionary portfolio management, managed account programs, and investment consulting. The firm uses a multi-method investment approach tailored to clients’ risk tolerances and time horizons, and offers account management services for defined-contribution plan participants through a third-party platform.

Thomas Ricks is a financial advisor at Simplified Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC and Raymond James Financial prior to joining his current firm. Outside of advisory work, he is involved with Stellar Insurance and Simplified Business Solutions, a health insurance business. Simplified Wealth Management serves individual investors, including high-net-worth clients, by providing discretionary portfolio management and consulting. The firm employs a multi-method investment approach tailored to clients’ risk tolerances and time horizons, offering services without account minimums and managing assets on a discretionary basis.