James Simpson james.simpson@cusonet.com & | James Simpson joined Merrill Lynch Wealth Management in McKinney, Texas as a Vice President, Financial Advisor, and Portfolio Advisor in January of 2020 extending his distinguished leadership career in both the Investment Services and Financial Management sectors. James came to Merrill following more than a decade of successful leadership service as the Vice President of Wealth Management for InTouch Credit Union headquartered in Plano, Texas. Prior to joining ITCU, Mr. Simpson served in the Global Wealth Management Division of Merrill as a Financial Advisor. From 2000 to 2007, James served as Director of Sales and Marketing, Director of Institutional Sales, and Regional Sales Manager for SWBC, a national provider of insurance and investment products to the bank and credit union markets. Before joining SWBC, Mr. Simpson served as financial advisor for Edward Jones Investments, and spent multiple years as a professional golfer playing in over 100 events on the Nike, Lone Star and PGA Golf tours. Mr. Simpson holds a Bachelor of Science degree in Biology from Baylor University. In addition, James graduated from the Southwest CUNA Management School in 2013. He is a current member of USA Hockey, and is a former head coach for the Dallas Metro Hockey League. In addition, James is a retired member of the PGA of America, and an active Life member of both the Dallas Safari Club and Trout Unlimited. James has served on the Board of Directors for Trout Unlimited, and was active in the Stewardship Council of Trout Unlimited. He has participated in the United Way, Christian Outdoor Alliance, Christian Community Action, The NRA, and the San Antonio Trailblazers Association. He holds his FINRA Series 7, 24, 63, 65 registrations, Group 1 and Property/Casualty Licenses, is a level 4 certified hockey coach, and has his Lean Six Sigma Master Black Belt certification. Other interests include family, fishing, golf, hunting, hockey, and kite surfing.

James Simpson

James Simpson joined Merrill Lynch Wealth Management in McKinney, Texas as a Vice President, Financial Advisor, and Portfolio...

Dallas-Fort Worth Metroplex, Dallas-Fort Worth Metroplex, United States

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James Simpson’s Location Dallas-Fort Worth Metroplex, Dallas-Fort Worth Metroplex, United States

James Simpson’s Expertise James Simpson joined Merrill Lynch Wealth Management in McKinney, Texas as a Vice President, Financial Advisor, and Portfolio Advisor in January of 2020 extending his distinguished leadership career in both the Investment Services and Financial Management sectors. James came to Merrill following more than a decade of successful leadership service as the Vice President of Wealth Management for InTouch Credit Union headquartered in Plano, Texas. Prior to joining ITCU, Mr. Simpson served in the Global Wealth Management Division of Merrill as a Financial Advisor. From 2000 to 2007, James served as Director of Sales and Marketing, Director of Institutional Sales, and Regional Sales Manager for SWBC, a national provider of insurance and investment products to the bank and credit union markets. Before joining SWBC, Mr. Simpson served as financial advisor for Edward Jones Investments, and spent multiple years as a professional golfer playing in over 100 events on the Nike, Lone Star and PGA Golf tours. Mr. Simpson holds a Bachelor of Science degree in Biology from Baylor University. In addition, James graduated from the Southwest CUNA Management School in 2013. He is a current member of USA Hockey, and is a former head coach for the Dallas Metro Hockey League. In addition, James is a retired member of the PGA of America, and an active Life member of both the Dallas Safari Club and Trout Unlimited. James has served on the Board of Directors for Trout Unlimited, and was active in the Stewardship Council of Trout Unlimited. He has participated in the United Way, Christian Outdoor Alliance, Christian Community Action, The NRA, and the San Antonio Trailblazers Association. He holds his FINRA Series 7, 24, 63, 65 registrations, Group 1 and Property/Casualty Licenses, is a level 4 certified hockey coach, and has his Lean Six Sigma Master Black Belt certification. Other interests include family, fishing, golf, hunting, hockey, and kite surfing.

James Simpson’s Current Industry Merrill Lynch Wealth Management

James Simpson’s Prior Industry
Merrill Lynch Wealth Management

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Merrill Lynch Wealth Management

Financial Advisor, Vice President

Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

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James Simpson is located at
Dallas-Fort Worth Metroplex, Dallas-Fort Worth Metroplex, United States

James Simpson is a
James Simpson joined Merrill Lynch Wealth Management in McKinney, Texas as a Vice President, Financial Advisor, and Portfolio Advisor in January of 2020 extending his distinguished leadership career in both the Investment Services and Financial Management sectors. James came to Merrill following more than a decade of successful leadership service as the Vice President of Wealth Management for InTouch Credit Union headquartered in Plano, Texas. Prior to joining ITCU, Mr. Simpson served in the Global Wealth Management Division of Merrill as a Financial Advisor. From 2000 to 2007, James served as Director of Sales and Marketing, Director of Institutional Sales, and Regional Sales Manager for SWBC, a national provider of insurance and investment products to the bank and credit union markets. Before joining SWBC, Mr. Simpson served as financial advisor for Edward Jones Investments, and spent multiple years as a professional golfer playing in over 100 events on the Nike, Lone Star and PGA Golf tours. Mr. Simpson holds a Bachelor of Science degree in Biology from Baylor University. In addition, James graduated from the Southwest CUNA Management School in 2013. He is a current member of USA Hockey, and is a former head coach for the Dallas Metro Hockey League. In addition, James is a retired member of the PGA of America, and an active Life member of both the Dallas Safari Club and Trout Unlimited. James has served on the Board of Directors for Trout Unlimited, and was active in the Stewardship Council of Trout Unlimited. He has participated in the United Way, Christian Outdoor Alliance, Christian Community Action, The NRA, and the San Antonio Trailblazers Association. He holds his FINRA Series 7, 24, 63, 65 registrations, Group 1 and Property/Casualty Licenses, is a level 4 certified hockey coach, and has his Lean Six Sigma Master Black Belt certification. Other interests include family, fishing, golf, hunting, hockey, and kite surfing. Merrill Lynch Wealth Management

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Merrill Lynch Wealth Management

James Simpson specializes in
James Simpson joined Merrill Lynch Wealth Management in McKinney, Texas as a Vice President, Financial Advisor, and Portfolio Advisor in January of 2020 extending his distinguished leadership career in both the Investment Services and Financial Management sectors. James came to Merrill following more than a decade of successful leadership service as the Vice President of Wealth Management for InTouch Credit Union headquartered in Plano, Texas. Prior to joining ITCU, Mr. Simpson served in the Global Wealth Management Division of Merrill as a Financial Advisor. From 2000 to 2007, James served as Director of Sales and Marketing, Director of Institutional Sales, and Regional Sales Manager for SWBC, a national provider of insurance and investment products to the bank and credit union markets. Before joining SWBC, Mr. Simpson served as financial advisor for Edward Jones Investments, and spent multiple years as a professional golfer playing in over 100 events on the Nike, Lone Star and PGA Golf tours. Mr. Simpson holds a Bachelor of Science degree in Biology from Baylor University. In addition, James graduated from the Southwest CUNA Management School in 2013. He is a current member of USA Hockey, and is a former head coach for the Dallas Metro Hockey League. In addition, James is a retired member of the PGA of America, and an active Life member of both the Dallas Safari Club and Trout Unlimited. James has served on the Board of Directors for Trout Unlimited, and was active in the Stewardship Council of Trout Unlimited. He has participated in the United Way, Christian Outdoor Alliance, Christian Community Action, The NRA, and the San Antonio Trailblazers Association. He holds his FINRA Series 7, 24, 63, 65 registrations, Group 1 and Property/Casualty Licenses, is a level 4 certified hockey coach, and has his Lean Six Sigma Master Black Belt certification. Other interests include family, fishing, golf, hunting, hockey, and kite surfing.