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AUM | GDC in Naples, FL

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Business Mix:

70% Comm
30% Fee


Naples, FL, US


I have over 25 years in the industry as a financial advisor and manager. I recently opened an office for HJ Sims & Co in Naples, FL. We also have an office in Boca Raton. HJ Sims is a boutique investment bank with over 80 years experience, based in CT. We offer a full platform of investment solutions but have an expertise and successful track record in high yield, high credit quality, tax-exempt bonds. Our specialty industries are: Senior Living, Charter Schools, Energy, Infrastructure among others. I am looking for good advisors to join us or who are interested in selling their practice or looking to join us and take advantage of this opportunity in adding a new niche to their practice.

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