Dudley Simms, CFA, CFP®
Dudley began his career in financial services in 1998 when he joined Merrill Lynch as a Financial Consultant. There he formulated and implemented planning strategies to help individuals reach their financial goals. Dudley then transitioned into money management in the role of Portfolio Specialist with Merrill Lynch Investment Managers.
After years of study and extensive testing, Dudley was awarded the designation of Chartered Financial Analyst®. Dudley also worked at JPMorgan Private Clients Services helping run the Dallas office as Administrative Officer.
Dudley graduated from Dallas Theological Seminary with a Masters of Theology with an emphasis in church history. He spent his undergraduate years at the University of North Carolina at Chapel Hill graduating with a bachelor of arts majoring in psychology.
Dudley enjoys spending time with wife, Aimee, and their four active sons and time serving at his church.