W. G. Simms Oliphant, CRPC®
Managing Director, Financial Advisor
Simms began his career at Smith Barney in 1979. He was the company’s youngest investment broker in the country at the time. He quickly showed an affinity for managing investments and earned a Portfolio Manager designation, becoming the youngest Smith Barney Portfolio Manager.
Simms earned a Bachelor of Science in Finance from the University of South Carolina and is a graduate of Stephens University at the Wake Forest University School of Business. He holds a Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning.
As Managing Director and financial advisor with Palmetto Asset Advisors, Simms works with individuals, Family Offices, Institutions and Qualified Retirement Plans. He also manages a portfolio of US Government issues that offers a very competitive alternative to bank deposits for cash management. Simms recommends a holistic, goals-based approach to investing and retirement planning for each client.
Simms and his partner, Katherine Buyck, recently founded Palmetto Asset Advisors and affiliated with the national firm LPL Financial. They believe that being Independent Financial Advisors offers their clients more diverse opportunities as well as synergies that can boost net returns.