Tyler D. Simmons, CLU, ChFC, RICP
Private Wealth Advisor
Tyler Simmons is a Private Wealth Advisor with the Family Wealth Decisions Group. Tyler's extensive client service and entrepreneurial experience prior to launching his own personal planning practice makes him uniquely qualified to work with this type of clientele. In partnership with Roy S. Gilbert, JD*, ChFC, CLU, a Senior Associate with the firm, they bring their combined experience to help enhance the financial well-being of every client with whom they work.
Tyler D. Simmons received his Bachelor of Science Degree from the State University of New York (SUNY) at Albany. He graduated Cum Laude from the School of Business, concentrating in the areas of Finance and Marketing. In addition, he has earned the respected Chartered Financial Consultant (ChFC) & Chartered Life Underwriter® (CLU) designations from the American College.
In the fall of 2001 he took a position with Morgan Stanley Dean Witter as a financial advisor in the Village of Huntington, New York and later moved to the Jericho, New York branch. In 2005, he made a strategic move to Roy Gilbert's practice focusing on investing and retirement income planning. Tyler also adds to the potential longevity of our practice which is important to our comprehensive long term approach.
Mr. Simmons is a Registered Representative of Lincoln Financial Advisors Corp. and has the Series 7, 63, 65, and 31 securities registrations. He is also licensed for Life and Health Insurance.
Tyler Simmons looks forward to continuing to help his clients fashion creative and customized solutions for their retirement, investment, estate and business succession planning issues.