
Rick Simpson
The Corpening Group at Alex Brown Corporate Retirement Plan Consulting - Expertise with defined contribution, defined benefit and... | Winston-Salem, North Carolina, United States
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Rick Simpson’s Location Winston-Salem, North Carolina, United States
Rick Simpson’s Expertise The Corpening Group at Alex Brown Corporate Retirement Plan Consulting - Expertise with defined contribution, defined benefit and non-qualified plans - plan design, implementation, investment strategies, asset allocation, education/communication, risk management, fiduciary/committee education, plan compliance and reporting. Executive/Individual Advisory Services– determination of long-term goals and how to meet those goals in the most efficient, risk adverse and cost effective manner. Our group serves as fee-based investment counselors to families of wealth, not-for-profit, hospitals, and corporations. We provide guidance encompassing expert advice and customized strategies to attain financial goals. Series 6, 7, 63 & 66 licensed. NC Life and Health Agent Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Alex Brown - A Division of Raymond James, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC
Rick Simpson’s Current Industry Retired
Rick
Simpson’s Prior Industry
Aon Consulting
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Invesco
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Merrill Lynch
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Plybon And Associates
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Alex Brown
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Retired
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Work Experience

Retired
Retired
Sat Apr 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Alex Brown
Senior Reg. Client Service Associate
Wed Sep 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Apr 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Plybon And Associates
Financial Consultant
Tue Jul 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Sep 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Merrill Lynch
Vice President - Client Relationship Manager
Sat Apr 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jun 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
Invesco
Assoc. Partner - Client Relationship Manager
Thu Jan 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Aon Consulting
Assistant Vice President - Marketing
Sat Jan 01 1983 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time)